Managed Portfolios

Managed Portfolios | Managed Portfolio Service

In the dynamic world of investments, Continuum Wealth stands as a beacon for tailored financial solutions. Our Managed Portfolio service is exclusively designed for discerning investors with a minimum investment threshold of £150,000. 

Recognising the individuality of each investor, we craft portfolios that resonate with your specific financial objectives, be it income generation, capital growth, or a harmonious blend of both. Furthermore, we prioritise tax efficiency, aligning your investments with your unique tax situation.

Why Entrust Your Investments with Continuum Wealth?

  • Tailored to You: We shun the generic. Every portfolio we design is a reflection of the investor's unique aspirations and financial landscape.
  • Emphasis on Actively-Managed Funds: The cornerstone of our investment advice lies in our Model Portfolios of Collective Investment vehicles, predominantly unit trusts. We champion the cause of actively-managed funds, confident in their ability to deliver optimised returns.
  • Economical Investment Options: For those who prioritise cost-efficiency, we present an alternative portfolio enriched with index-tracking funds and ETFs.
  • Ethical Investing: For investors passionate about making a positive impact, we offer ethical investing options. These portfolios focus on investments that align with specific moral, environmental, or social beliefs, ensuring that your money supports causes and companies that resonate with your values.
  • Yearly Insightful Report: Our commitment to transparency manifests in the annual report we provide to our clients. This report delves into asset allocation, performance benchmarking over the past year, and a review of the strategic changes implemented. Additionally, it outlines our recommendations for potential portfolio enhancements.
  • Your Personal Investment Advisor: Following the annual report, engage in a constructive dialogue with your dedicated Financial Advisor, a guiding presence available to you throughout the year.
  • Advisory-First Approach: Your trust is sacred to us. As an Advisory-only service, every strategic shift we suggest is rooted in consultation with you, ensuring your peace of mind.
  • Absolute Clarity on Costs: We pledge transparency in all financial dealings, detailing every cost and charge at each step of our engagement.

Deciphering Growth vs. Income in Multi-Asset Class Portfolios

Embarking on an investment journey necessitates understanding the nuances of growth and income, especially within multi-asset class portfolios:

  • Growth-Centric Investment: Anchored in capital appreciation, growth investments target an increase in asset value over time. Such investments often gravitate towards stocks of companies projected to outpace market averages in growth. Dividends might be a rarity here, as these companies typically reinvest earnings to catalyse further expansion.
  • Income-Focused Investment: This strategy is all about consistent returns. Income investors are magnetised towards bonds, dividend-rich stocks, REITs, and similar assets promising regular payouts. The allure here is a steady income stream, making it a favorite among retirees or those on the cusp of retirement.

A well-balanced portfolio often marries growth and income assets, striking a balance between potential value appreciation and reliable income. The ideal blend is a function of individual goals, risk appetite, and investment timeline.

Charting Your Financial Pathway with Continuum Wealth

In the intricate tapestry of financial markets, the right guidance can illuminate the path to success. Continuum Wealth is more than just a financial advisory firm; we are your dedicated partners in weaving a prosperous financial narrative. Our commitment to understanding your unique aspirations, combined with our expertise in crafting bespoke portfolios, positions us as your trusted ally in the world of investments.

Whether you're a seasoned investor or just beginning your journey, our comprehensive suite of services ensures that your financial objectives are not just met, but exceeded. From ethical investing options that align with your values to our advisory-first approach that places your trust at the forefront, every facet of our service is designed with you in mind.

Continuum Wealth - Managed Portfolios

Isn't it time your investments truly reflected your ambitions?

Contact us to explore managed portfolios in greater detail, and let us show you how our independent financial advisers can tailor an investment strategy within this specialised approach to meet your specific financial objectives. 

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Frequently Asked Questions

No. We prioritise transparency by providing a full breakdown of costs and charges at every step. Continuum Wealth is committed to clear and open financial dealings, ensuring you are informed about all associated fees.

Yes. Continuum Wealth offers ESG (Environmental, Social, and Governance) and ethical investment options, enabling you to support companies that prioritise sustainable and responsible practices. This approach allows you to align your financial goals with your personal values.

We employ various strategies, such as diversification, regular portfolio rebalancing, and aligning investments with your risk tolerance. Our approach aims to balance growth and protection, safeguarding your investments against market fluctuations.

We start with an in-depth assessment of your financial goals, risk tolerance, and investment horizon. This allows us to craft a customised portfolio strategy that aligns with your specific financial objectives, balancing growth and income based on your preferences.

We conduct annual reviews of your portfolio to evaluate performance, asset allocation, and any necessary adjustments. Additionally, your dedicated Financial Adviser is available year-round for consultations, ensuring that your portfolio remains aligned with your financial needs.

Actively-managed funds are investments managed by professional fund managers who actively select assets to optimise returns. At Continuum Wealth, we include these in our Model Portfolios to respond to market changes and enhance performance while keeping aligned with your financial goals.

Withdrawals can be arranged, though we recommend consulting with your adviser to assess any potential impact on portfolio performance. Planning withdrawals carefully helps maintain alignment with your long-term financial goals.

A Managed Portfolio is a professionally overseen collection of investments crafted to achieve specific financial goals, whether for growth, income, or both. It involves active management to maintain a balanced, optimised portfolio aligned with your financial objectives.

Growth Portfolios focus on capital appreciation and are suitable for investors seeking long-term value increase, often through stocks of high-growth companies.

Income Portfolios aim to generate regular returns and are ideal for those seeking a consistent income stream, such as retirees. These may include bonds, dividend-paying stocks, and real estate investments.

At Continuum Wealth, our Managed Portfolio service requires a minimum investment of £150,000. This threshold enables us to create a diversified and tailored portfolio designed to meet the unique financial aspirations of each client.

You’ll receive a comprehensive annual report, detailing asset allocation, performance benchmarking, and strategic changes. This report also includes recommendations for potential portfolio enhancements to optimise returns.

Our Managed Portfolios offer access to professional management, strategic asset allocation, and consistent oversight. At Continuum Wealth, we provide personalised advice, regular reviews, and a transparent approach, ensuring your portfolio is tailored to your financial goals.

 

Note: This page is for information purposes only and should not be considered as financial advice. Always consult an Independent Financial Adviser for personalised financial advice tailored to your individual circumstances.