If you are asked the question, “Who do you bank with?” the chances are that like most people you will give the name of the institution in which you keep your current account. But relatively few will answer with the name of the individual bank manager who is charged with looking after their money. At Chartercross, Asset and Portfolio Management is all about individualised service, feedback and making the most out of what you have.
What exactly constitutes a “portfolio” though? To put it simply, your portfolio is everything you own. In today’s fast moving world of finance, advisors sometimes move abroad and brokers sometimes switch institutions. So it often happens that investors lose track of the people who were looking after their assets for them, and they end up with investments that may be out of date or unsure of where exactly their money is.
The purpose of professional asset management is matching investments to objectives, and recognising opportunity and then reacting accordingly. This includes financial statement analysis, security selection, the implementation of plans, and of course ongoing monitoring of the strategy and making adjustments to it as necessary. In order to be effective it is vital that your portfolio is looked after actively, so that if a strategy isn’t working it can be recognised promptly and replaced with a fresh idea.
We have the tools to revitalise your portfolio, and get your assets working for you again. For starters, we offer exclusive access to the Chartercross GRS. The GRS (Global Reporting System) brings all of your disparate assets together into a single, more manageable dossier which gives you much greater insight into where your investments are and what they are doing. It can even give you the daily closing balance of your offshore bank account.
Most people will seek a second opinion when it comes to matters of physical health. Wouldn’t it make sense then, to get a second opinion about your financial health? The Portfolio Management team at Chartercross can breathe new life into your investments and keep them performing at their potential.
With our Latitude Fund Platform, long gone are the days of waiting weeks and months to get a report of what your portfolio is doing. Latitude gives you unlimited access to your account with live valuations and on-demand access 24/7, 365 days a year. Additionally, monthly account statements are automatically sent via secure email, making it the most most reliable and beneficial product on the market for asset and portfolio management.
For more information on our revolutionary Latitude platform, click here