Lump sum investment and portfolio management
A core part of our work at Barchester Green Investment is in establishing and advising on investment portfolios, ranging in size from a small ISA up to charitable trusts with £9 million in assets.
“It was so brilliant to meet someone who had a similar conscience to mine and who understood money.”
As an independent brokerage with over £90 million of assets under management, we have significant buying power and can access a wide range of funds – often at discounted terms.
With over 25 years of experience in sourcing investments we have an unrivalled position in the ethical and environmental investment market.
For many of our clients, we review their existing investment arrangements. This is often because they would prefer access to a wider range of ethical or environmental investments.
Our approach to portfolio management has a number of key stages:
Fact finding
In order to give advice, we need to understand your circumstances in some detail. This will involve an in-depth discussion to cover issues such as your tax situation, personal circumstances, ethical and environmental concerns, and your aims and objectives.
Risk assessment
We use an independently verified ‘attitude to risk questionnaire’ which uses relatively simple psychometric profiling. This gives us an indication of your tolerances for investment volatility and risk.
The tool we use is authored by Distribution Technology, and has been field-tested by GfK NOP with 1,000 respondents representative of the UK’s adult population.
Portfolio recommendation
We use a range of independent research tools to assess investments (such as Citywire, OBSR and Morningstar). In addition, we conduct regular meetings with fund managers and attend briefing on specialist investment funds.
You will receive a detailed report from your adviser setting out the details of their recommendations.
Review and portfolio rebalancing meetings
We want to ensure that the portfolio recommendation you receive remains relevant for your circumstances, so we will typically recommend an on-going review process. This will normally be on an annual basis.
Annual review meetings normally include:
- A performance review
- An asset allocation review
- Completion of a fact finding update, in order to capture any changes to your circumstances
Contact us for a consultation with one of our advisers.
Free Financial Guides
We have a range of free financial guides, from ethical ISAs to retirement planning.