MANAGED ACCOUNTS

Managed Accounts are available with Wallwood Consultants Limited. Wallwood has the expertise and experience to work with clients to develop strategies which suit their requirements, whatever their approach is preservation or creation, and whatever their desired level of involvement in how their portfolio is managed.

Wallwoods' investment strategies for clients' are based on a personalised assessment of their risk return profile and aim to deliver absolute, risk-adjusted returns.

Wallwood account managers work with you to develop a strategy that meets your investment needs and then exact it on your behalf. The account is managed on a daily basis and can take advantage of a range of asset classes to help meet your goals. This service is typically used by those who don’t have the time or resources to regularly and conscientiously manage their investments. Clients who opt for this service are provided with access to view their account at any time as well as regular trading updates and contract notes for all trades made.

The fee structure is performance and management based, promoting transparency and alignment of interests. Our clients are typically high net worth individuals – intellectually savvy individuals and family offices with an institutional mindset. They are open-minded and take a direct interest in the markets. They value our flexibility in building and developing their portfolios and our willingness to consider new strategies and asset classes.

Wallwood do not hold clients' assets. Custody of their assets is maintained in their name at top tier institution.

Further information is available on www.Wallwood.com