Managed Portfolio Service

This is produced for professional intermediaries only, and should not be relied upon by retail clients.

The value of investments, and any income derived from them, can fall as well as rise, and you may not get back what you originally invested.

Ashcourt Rowan Asset Management Limited

If your clients' aims are to invest for income or growth, but your client prefers not to be involved in making detailed, complex decisions on a regular basis, then the Managed Portfolio Service may be ideal. We have a range of investment portfolios to offer – each with specific objectives in mind, and reflecting a certain approach to risk.

Investment management can be onerous, with informed decisions needed around considerations such as asset allocation, geographic exposure and investment concentration. Also, the need to screen and select from a widely varied menu of funds and management styles adds to the burden.

The Managed Portfolio Service allows your clients to delegate discretion for these decisions to our experienced team of Investment Managers. This releases you and your clients from the need to constantly review their investment portfolio in light of market conditions. To make it even more convenient, our regular reports and the online Client Log-in, provide you and your clients with an easy way to follow our progress on their behalf.

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This section of the website is for professional intermediaries, and should not be relied upon by private clients. I confirm that I am a professional intermediary.» Confirm

Ashcourt Rowan provides a refreshing approach to outsourcing investment decisions with low minimums. This has allowed me to start streamlining my business as I do not have to select individual funds and the portfolios are automatically rebalanced. This is especially important for smaller portfolios. In addition to the good level of service, I also have at least 2 meetings a year with an Asset Manager which I find very informative. As we approach RDR I have complete faith in my decision to outsource my SIPP, ISA and portfolio business.

Andy Vanstone, Managing Director Business and Professional Support Services Limited

August 2011