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Managed Portfolios

 

A Range of Investment Management Services

Discretionary and Advisory Portfolios tailored to your individual requirements.
Discretionary and Advisory Portfolios tailored to your individual requirements.
Managed portfolios designed to assist the creation and preservation of wealth.
Managed portfolios designed to assist the creation and preservation of wealth.
Portfolios optimised to mitigate the impact of inheritance tax.
Portfolios optimised to mitigate the impact of inheritance tax.

Discretionary Investment Management

Our discretionary investment management service starts by focusing on getting to know you so we can understand what your investment objectives are, and by when you need to achieve them. This way, we can ensure that your portfolio is designed with just you in mind.
Designed for You
Discretionary Investment Management
The service we provide is personal. We believe that means giving you direct access to your investment manager who makes the day-to-day decisions based on their investment expertise, and backed up by our internal research committees and in-depth investment process. 
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Managed Portfolio Service

Our managed portfolio service (MPS) is an online, discretionary managed service designed for clients that have £20,000 or more to invest (or £9,000 in a JISA).

You can benefit from the expertise of our professional investment managers while tracking your portfolio online at any time of day.
Investment made simple
Managed Portfolio Service
Our hands-on, active approach to investing makes delivering a truly diversified discretionary portfolio a reality. We use a multi-asset class mix to achieve the right balance for you, allowing you to relax in the knowledge your portfolio is in expert hands.  

With our MPS you can apply online for a portfolio today and receive your recommended investment strategy instantly.
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Advisory Investment Management

Our advisory investment management service may be suitable for you if you wish to be actively involved with your investments, but would benefit from the skill and expertise that direct access to one of our investment managers can provide.
Giving You Control
Advisory Investment Management
Our service allows you to take more of an active interest in your investments, whilst providing you with expert guidance on the construction and ongoing maintenance of your portfolio.

Our advisory services provide advice on all types of investment instruments that might be suitable for our clients, although we do not provide a universal financial planning service on non-investment instruments or products. Consequently, our advisory services are categorised as focused independent advice.
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Get in touch today
Join Redmayne Bentley
Talk to us now about opening a new portfolio or transferring your portfolio from another provider
0113 243 6941
Get in touch today
Contact your local office
Contact your local office to find out more
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.