Want to speak to our
wealth management experts? Call:
0800 294 7199
or get in touch online.
We are open Mon-Fri, 9am-5pm.

Active Investment Management

Taking a proactive approach gives your investments the attention they need.

Although many of our clients are happy with our standard approach to investment planning, others prefer a more pro-active and dynamic approach to managing their capital. This can be provided through our Active Investment Management Service.

What is Active Investment Management?

Active investment management service

Benefits of Active Investment Management:

  • Diversification protects against inflation
  • Your capital is managed by a team of investment experts on a day-to-day basis
  • Your portfolio is reviewed on a daily basis to exploit opportunities and to help protect against under-performance
  • You retain control over any decision we make on your portfolio

Service details

Torquil Clark, along with your consultant, will provide the following services:

  • Regular face to face meetings with your consultant
  • Monthly email updates
  • Access to a UK-based helpdesk
  • Full financial reviews, including tax planning

In addition to this, you will also have access to your own private online area to keep track of your investments.

Keeping track of your investments

As well as monthly email updates from us, you can also monitor the performance of your investments online, whenever you like. Please speak to your consultant about gaining access to this feature.

What you can view:

  • Overall portfolio performance
  • Download full reports on your portfolio

Wealth management services

As well as active investment management we also offer estate, retirement and protection planning for a well-rounded wealth plan.

Read our blog

The latest industry views and commentary from Torquil Clark's wealth management and employee benefits experts.

Next steps

Want to speak to our
wealth management experts? Call:
0800 294 7199
or get in touch online.
We are open Mon-Fri, 9am-5pm.