Private Wealth Management

Shore Capital Stockbrokers - distinctive services for active and high net worth investors

We aim to provide the most effective and efficient service available, tailor-made to meet the individual needs of our clients. We combine the need for security and reassurance with an informed, innovative and imaginative approach. Our objective is always to create an environment in which our clients can achieve a strong performance from their investment funds.

A personalised fund management service is available to private investors and charities. An experienced personal adviser can be consulted to tailor an investment portfolio precisely to match the investor's specific requirements. Advice is given on asset allocation, new market developments and tax-efficient investment. Active portfolio management is offered on an advisory or fully discretionary basis. Additionally, we offer a range of managed and self-select ISA products. Investment strategy is the key to success not only for your portfolio to perform well but also for you to be confident that success is repeatable.

The risk profile selected must also be one with which you feel comfortable. There are different reasons for investing, different starting points and different objectives. The potential of greater investment returns may require that you be prepared to take higher risks. An important consideration will be your ability to deal with someone who understands your financial position and reports clearly how your discretionary portfolio is performing. Our professional service is targeted to meet this requirement.