Portfolio Partners

Portfolio Partners

We take a bespoke approach to your investment management.

Investment return is a widely discussed topic. What should you expect? Will your portfolio outperform the market? Which are the right funds to pick? So many questions, and without hindsight, no right or wrong answer.

Our experience over the last 25 years has taught us that each client has a different result or goal for their financial planning. Therefore, each requires its own, bespoke investment management service.

This is why Capital Wealth Partners has launched its Portfolio Partnership Service.

Expert advice, packaged cost-effectively

We utilise the skills of regulated money managers, investment professionals and senior analysts to create a global investment portfolio that tracks the global markets.

A personal investment manager to work with you

You will have your own investment manager with whom you will have direct contact. They will manage your portfolio for you at their discretion. However, should you wish to have input, they are always happy to hear from you and discuss investments in specific sectors or stocks.


Options for Investment Management

There are two routes you can go down when investing, but our Portfolio Partnership Service offers you a third:

The self-invest option

You can select a handful of funds yourself, based on articles you read in financial journals or other financial press. However, picking the best performer of the previous year is not a good idea, as future fund performance rarely reflects what happened in the past.

As markets fluctuate, you will need to take a daily interest in the performance of your investments and be in the position to act quickly should the market start to move.

Fund fees can start from as little as 0.5% and go up to as high as 5% plus. However, the most common fees are about 1.5% for retail investors.

The Financial adviser option

Allowing a financial adviser to make the fund picks for you may sound logical. However, they will usually charge you between 0.5 and 1% per annum to do this. You will then also need to pay retail rates on the funds they select, making the total cost more like 2 – 2.5%, rather than the 0.5% you may have thought you were paying.

Portfolio Partnership option

In our opinion, the best approach is an investment partnership between both Capital Wealth Partners and one of the discretionary fund managers chosen from our panel.

This partnership calls on a vast amount of market research and global data to inform investment selections. It creates a bespoke, cost-effective investment portfolio that can be accessed online 24-hours a day.

The portfolio we create for you can be transferred to a different manager or even self-managed, at any point. There is no minimum tie in period and no entry or exit fees.

The cost of the service is between 0.85% and 1.25% subject to the value of the portfolio.


A watchful eye on your portfolio

The fund managers we use to manage your investments have been selected based upon their investment performance and fee structures.

We continuously monitor the performance of client funds invested with them to ensure they are delivering what is expected. Should we find that your portfolio is not outperforming the benchmark indexes, we can quickly transfer the management of your assets to another manager.

It is important to note that we do not hold any of your assets or funds. All investments are held in ring-fenced accounts with major banks and other institutions that manage billions of pounds in funds worldwide.


Got Questions?

We usually have the answers…

Need Advice?

We’d love to see if we can help so feel free to request a callback or give us a call.

Looking for more information?

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