Savings and Investments/ Portfolio ManagementSavings and Investments/ Portfolio Management

The success of investment management lies in determining the right balance between risk and return. Kingfurness will fully assess all your current assets and provide a full appraisal on suitable solutions to aim to help you to achieve your financial goals.

Achieving your objectives is likely to involve utilising a number of investment methods, whilst ensuring maximum tax efficiency.

Examples of some of the investment structures offered are:

  • Unit Trusts
  • Investment Trusts
  • Open Ended Investment Companies (OEICs)
  • Offshore Investments
  • Capital Investment Bonds (Onshore and Offshore)
  • Structured Products
  • Enterprise Investment Schemes
  • Venture Capital Trusts
  • Individual Savings Accounts (ISAs)
  • Société d'Investissement À Capital Variable(SICAVs)

Kingfurness also work closely with a number of leading Stockbrokers and Discretionary Fund Managers (DFM) and are able to continually review and monitor share portfolios. The precise structure or combination of structures depends on your aspirations, limitations imposed and tax status.

Most of these contracts are excellent in their own right, however, are they suitable for you? It is important during the review process to take into consideration your accepted attitude to risk and investment timescale. In determining your investment approach and acceptance of risk, it is essential to consider the volatility and level of risk associated with an investment.

Kingfurness utilise a risk profiling system allowing your attitude to risk to be clearly identified and to ensure we find the right product for you. Your advisor will discuss this area with you at your first meeting.

The value of investments (including property) and the income derived from them may go down as well as up.