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


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.

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