Portfolio managed service (PMS)

The final investment decisions lie with you

With our portfolio managed service (PMS), we make recommendations on how to best structure your investments, but you give the go ahead before any decisions are implemented. This is in contrast to our discretionary investment service (DIS), where we handle everything and make those investment decisions on your behalf, based on your financial goals.

Features of the portfolio managed service (PMS)

  • Your financial adviser will work closely with you to determine your investment objectives and attitude to risk

  • Assessment and recommendations are made for your investment portfolio at regular intervals, ensuring your portfolio continues to meet your needs

  • You will receive a quarterly investment report showing how your investments are performing, either digitally and/or in print

  • You will benefit from all in-house investment expertise and research

PMS-infographicV2

Find out how we can help you

New clients

To enquire about becoming an AFH client

0333 010 0008

(Our opening times are 9am to 7pm Monday to Friday)

Existing clients

Please contact your adviser or call

0333 010 0008

(Our opening times are 9am to 5pm Monday to Friday)

WealthHUB client portal

For queries regarding your client portal

0333 230 9254

(Our opening times are 9am to 5pm Monday to Friday)