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Discretionary Management Service

The Platinum Discretionary Managed Service (DMS), which is available only to ILAS clients, has been developed for clients who recognise the value in placing their investments under an actively managed service. Equally we understand that in today's advanced investment world clients are demanding a higher and more sophisticated service.

The Portfolio Management team places great emphasis on transparency as well as having high levels of liquidity within a portfolio at all times. Their investment recommendations, which are taken from the offshore investment universe,are continually monitored and filtered. This ongoing analysis allows the team to identity only the best performing funds in their respective asset class, sectors and regions from around the globe. Having all of this data to hand allows them to build a diversified, risk graded range of model portfolios each with its own bias towards income or growth. These portfolios set out to mitigate unnecessary currency exposure and look to benefit from the social and economic factors that deliver short, medium and long term performance.

We feel that in today's investment climate, traditional balanced approaches no longer provide the benefit and safety they once did.

As a valued client with Platinum you can expect the following from us:

  • Online access to your investment portfolio which is updated on a daily basis.
  • Monthly valuations emailed to you.
  • Monthly market commentary on current market conditions and market outlook.
  • Buy recommendations on funds we think offer good value opportunities
  • Quarterly reviews, detailing performance of your portfolio for the previous quarter and also since inception.
  • Quarterly rebalancing in line with your risk profile and changing market conditions.
  • Access to the Portfolio Management team and independent research.
  • Investment alerts when holdings deviate either up or down from original values.
  • Stop losses in the event of increased volatility.
  • All administrative services that Platinum provide in the management of your ILAS portfolio.

We acknowledge that each and every one of our clients has individual and specific needs and we cater for the best of their requirements.

For more information on the service please contact the portfolio management team at portfoliomanagement@fsplatinum.com or register for more information

Please note:

Platinum Financial Services have partnered with bullionvault.com to give clients access to the world's largest gold and silver bullion market. You can now open an account and trade physical gold and silver in minutes.

This product is not authorised for distribution to residents of Hong Kong and Thailand. Investors are advised to satisfy themselves that they are able to invest via this platform and to seek independent advice before adopting any investment strategies.

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