Bringing you live news and features since 2006 

Announcement

Alexander Forbes Offshore teams up with Collins Stewart to provide discretionary service

RELATED TOPICS​

Alexander Forbes Offshore, part of the Alexander Forbes Group, has launched an investment plan designed to offer access to full discretionary investment management geared towards either capital growth or income.



Portfolios are provided by Collins Stewart Wealth Management, a Jersey-based investment manager, and are aimed at investors with GBP25,000 or more to invest. This type of management is normally only available to investors with a much higher portfolio.

Niall Doran, managing director of Alexander Forbes Offshore, says: “Ongoing volatility in the markets, low cash interest rates and significant inflation has put the brakes on good returns across the industry in recent times. However, by offering an actively managed solid spread of investments across a range of economies, companies and industrial sectors we feel we are bringing something new to investors who, historically, have had to commit much larger sums of cash to benefit from services such as this.

“It is our view that it is essential that any portfolio to be actively reviewed with timely and appropriate changes made to take account of changing market and economic trends. This service provides direct access to this type of management which is likely over time to offer superior returns to investors in our new service.”

Advice and guidance is provided by Alexander Forbes Offshore, a Jersey IFA and provider of corporate employee risk benefit solutions.

Grahame Lovett, Collins Stewart Wealth Management chief executive offshore, says: “We were delighted to be chosen as discretionary manager. Our brief was to devise one solution comprising five different models and with two income mandates, fixed interest and multi-asset. These will be managed by investment sub-committees as part of our normal investment process.”

The plan is hosted through the Præmium Platform.

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by