Managed accounts overview

The Managed account provides personalised bespoke strategies according to a client’s risk profile and investment objectives.

Access to Paul and the team at all times to discuss strategy and market intelligence real time.  Face to face meetings to plan and execute the client’s individual investment objectives.  Comprehensive medium term analysis and trading recommendations tailor made to client risk profile.

Trades, consistent with our advisory view, are executed on behalf of client using agreed risk parameters and agreed position size.

The client has access to the account at all times and receives real time trade confirmations when a trade is done.

This account is ideal for those who would like Paul Sommerville and his team to take the decisions regarding market timing and trade execution while keeping an eye on overall strategy when they have time in their busy lives.

Please note the client account is kept in clients own name with the executing broker in a segregated account

 

Main features

  • Bespoke strategies according to client’s risk profile
  • Risk and money Management
  • Zero subscription and redemption fees
  • 0% Management fees
  • Performance fee :
    • 15% of New Net Profits (including VAT where applicable)
    • 10 % on accounts over 500 k
  • Minimum margin deposit 100,000 Euro’s or currency equivalent
  • Client funds held in third party regulated broker segregated accounts
  • Direct access to daily statements from the clearing broker
  • Monthly summary report
  • SIPP compatible for UK clients