At Balkerne Asset Management, we are pleased to offer you a range of traditional, yet innovative investment services.
The Balkerne Asset Management Bespoke Portofolio Service (BPS)
Please contact us to discuss this service for your client.
The Balkerne Asset Management Managed Stockbroking Service (MSS)
A discretionary managed portfolio which is professionally and actively managed in-house. With a focus on UK blue-chip equities, high-quality collective investments and fixed-interest stocks, each portfolio is managed within the strict parameters of your client's personal risk profile and is designed to maximise tax efficiencies within current legislation. The Managed Stockbroking Service features full reporting, including buy/sell notes with decision rationale and valuations which can be accessed on-line.
The Balkerne Asset Management Managed Fund Service (MFS)
A discretionary portfolio of collective funds, managed in-house. We select unit trusts, investment trusts and OEICs to create a balanced portfolio to match your client's personal risk profile. The Balkerne Asset Management Managed Fund Service constantly monitors and regularly reviews fund performance. All MFS portfolios feature regular full reporting.
The Balkerne Asset Management Individual Savings Account (ISA)
A highly tax-efficient investment, professionally and actively managed in-house on a discretionary basis. With a range of risk levels to choose from, from lower to higher than medium risk, investments include UK blue-chip equities, collectives and fixed-interest stock, with international exposure as appropriate. The Balkerne Asset Management ISA can be managed alongside a traditional stockbroking/fund portfolio.
The Balkerne Asset Management Junior Individual Savings Account (JISA)
Please contact us to discuss this service for your client.
All services have the option to take income, with the exception of the Junior ISA (due to HMRC regulation)
To view other information including access to the latest factsheets, technical information and how your clients may benefit from these types of services as part of their overall portfolio, please click on the relevant tab.
