Investment Portfolio Service (IPS)

Created specifically for investors who wish to start saving and/or building an investment portfolio that will enable them to achieve their future financial planning goals. Our professional partners savings & investment solutions have been specifically developed for investors who require access to the investment expertise of a discretionary managed service through regular savings or smaller lump sum investments.

Investors have access to a full a range of multi-asset funds managed by a dedicated multi-manager team. Unlike a traditional fund, in which a single fund manager controls all of the money, multi-manager portfolios not only spread your investment across different asset types (equities, bonds, commodities), but also different fund managers. By not putting all your eggs in one basket, they help you diversify your investments, reduce cost and reduce exposure to risk.

Investment Portfolio Service

IPS- The Benefits

  • Low Cost & Simple To Set Up
  • Available In Multiple Currencies
  • Penalty Free Access To Your Money
  • Comprehensive Investment Reports
  • Professional Portfolio Management
  • Clearly Defined Investment Strategies
  • 24/7 Online Portfolio Valuation Viewer
  • Multi Award Winning Investment Management
  • Registered & Regulated In Multiple Jurisdictions

IPS- Flexible Access

The flexibility of the Investment Portfolio Service means that it is accessible through and compatible with the following newly created or existing structures:

  • Direct Within An IPS Access Account
  • SIPP- Self Invested Personal Pension Accounts
  • QROPS- Qualifying Recognised Overseas Pension Scheme
  • International Portfolio Bonds
  • Trusts, Foundations & Holding Companies
  • Existing Regular Savings or Lump Sum Investment Accounts
PCS- Professional Client Advisers

IPS- The Process

Contact PCS- An adviser will contact you in order to:

  • Discuss Your Requirements
  • Answer Your Questions
  • Complete An Investment Profile Questionnaire

Your adviser will then:

  • Arrange & Email You A Personal Proposal
  • Discuss All Terms Of The IPS Account
  • Answer Your Questions

IPS- Account Opening

Once you are ready to establish an account, your adviser will assist with the completion of the following:

  • Application Form
  • Proof of ID & Address
  • Investment Funds Transfer
  • Establishing Your Account

Once establish, your PCS adviser will be on hand to provide you with ongoing advice and support in relation to you account.

PCS- Professional Client Advisers

We Are Here To Help You

PCS will put you in contact with an adviser in your region. Their role is to assist you in determining which solutions match your requirements, to liaise with our partners and prepare and provide you with a comprehensive proposal.