For many investors the bulk approach offered by unit trust groups and managed funds is sufficient for their circumstances.
Increasingly, however, we are encountering a demand for a more tailored approach to individual client requirements, particularly where significant sums of capital are involved.
To reflect this growing trend Oval Financial Services has now introduced a Discretionary Management Service (DMS) allowing our clients to access the expertise of some of the finest Investment Managers in the UK.
Available for individual, pension fund, corporate and trustee investment the service is specifically designed to build on the traditional strengths of Oval – technical expertise and a high level of client service.
To be included on the Oval panel of Discretionary Managers the institutions had to satisfy, amongst others, the undernoted criteria –
- Proven track record – in our experience Managers with a long term record of consistency of return are best placed to serve our clients on an ongoing basis.
- Regional representation – wherever possible we want our clients to be able to access their fund manager on a local basis.
- Competitive charges – no service of any quality is free. However we want our clients to benefit from institutional charging structures when available.
- Risk Profiling – ensuring our analysis of your risk profile is reflected in the portfolio drawn up for you by your chosen Discretionary Manager.
Most successful concepts in life are simple – we believe the separation of advice from the management of client capital by experts is both simple and essential and our Discretionary Management Service reflects this.
Contact us to find out more about Oval’s Discretionary Management Service.