Advisory Managed Service

The advisory managed service is designed for investors who not only require investment advice about specific investment opportunities but also the structure of their portfolio. 

Investors who use this service delegate the day-to-day portfolio management responsibilities to their Arjent Investment Manager, though we can only act on the investor's instructions. The managed service is suitable for clients who have less experience of investing or are too busy to take an active role. Each Arjent Investment Manager works hard to understand each client's needs and attitudes to risk, in order to help each investor to achieve the best possible return on investment.

As part of the managed service the Investment Managers at Arjent review their investor's investment portfolio and as market conditions and individual circumstances change, provide them with regular valuations and an annual Tax Pack.