Are you looking for an innovative discretionary wealth management service?
Why PK Wealth?
We work with you to provide solutions that match your needs. Our portfolio services are available across active, passive and ESG strategies.
We also manage portfolios for clients looking to mitigate their exposure to inheritance tax, as well as offering bespoke direct equity and direct bond portfolios, including services specifically designed for charities.
Bespoke Portfolio
High service level providing solutions tailored to each client’s requirements. Clients using this service have access to investment strategy and portfolio positioning.
The Bespoke Portfolio Service starts with a minimum investment of £200,000.
Managed Portfolio
A model based low contact approach where individual assets within each risk profile are the same for all clients invested.
The Managed Portfolio Service starts with a minimum investment of £50,000.
ESG Portfolio
Our sustainable solution is a suite of five globally diversified, risk-rated, actively managed multi-asset portfolios. Three different sustainable investment strategies are integrated into PK Wealth’s process: ESG, SRI and Impact investing.
Minimum investment £200,000.
Charity Portfolio
Our multi-asset portfolios are constructed to generate long-term returns in excess of inflation (measured by the Consumer Price Index CPI) whilst minimising risk and volatility. This portfolio strategy is suitable for charities and foundations that have adopted a Total Return Approach.
IHT Portfolio
This innovative, tax efficient, active discretionary portfolio service allows investors to pass down more of their wealth to beneficiaries. Each portfolio invests in AIM and Asset-Backed investments that qualify for Business Relief.
Minimum investment: £200,000.
Direct Equity and Bond Portfolio
Appropriate for a variety of different purposes, these actively-managed portfolios invest in either direct UK-listed equities or GBP-denominated corporate bonds.
Minimum investment: £1,000,000 for bond portfolios, £250,000 for equity portfolios.
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PK Wealth Factsheets
Explore our Active, Passive and ESG MPS factsheets covering performance, volatility, and asset allocation strategies.
PK Wealth Value Assessment
Read the PK Wealth Value Assessment Statement July 2024 – Bespoke Portfolio Management Services.
Latest News
Stock markets posted positive returns in the first quarter of 2024 with the US market (S&P 500) up 12.2%, the Japanese market up…
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Resources
A comprehensive resource library containing tax calculators, allowances & deadlines.
Other services we offer:
KlikInvest
Think about what you can achieve with our online automated investment service.
Financial Planning
Tailored advice on tax planning, financial planning, wealth management and mortgages.
Tax Planning Services
PK Group help clients to identify, plan for and potentially mitigate their tax planning burdens.