PK Wealth provides a specialist investment management service using a rigorous methodology supported by robust research. Our level of integration provides a one stop shop for discerning clients.
Our experienced investment team works with our clients and their advisers to construct portfolios to meet their needs. If you would like more information regarding our discretionary fund management service, contact us today.
We work with private individuals, companies, trusts and charities in conjunction with their professional advisers. We focus solely on our area of expertise with the aim of achieving long term financial objectives for each client.
We offer two services on a discretionary basis as follows.
Bespoke Portfolio Service
High service level providing solutions tailored to each client’s requirements. Clients using this service have access to investment managers to discuss investment strategy and portfolio positioning.
The Bespoke Portfolio service starts with a minimum investment of £200,000.
Model Portfolio Service
A model based low contact approach where individual assets within each risk profile are the same for all clients invested.
The Model Portfolio service is appropriate for investments ranging between £50,000 and £200,000
Both services benefit from the same disciplined investment process and incorporate a core of five different risk profiles.
Interested? If you would like to know more:
To talk to one of our team about our discretionary fund management service, please call us today on 0208 334 9953 or fill out an enquiry form here.