Mazars’ Wealth Management team provides investment portfolio management to individuals, trusts, charities and pension funds. By fully understanding what is important to you we will tailor your own investment solution.
Our range of investment services are designed to provide you with the right investment solution to meet your personal circumstances and requirements.
Whether you are investing £50,000 or £50 million, we can invest in any asset class in order to provide you with true diversification and a range of investment opportunities.
How your investment portfolio is constructed and managed will be based upon your needs and objectives. This means we will fully understand what is important to you, discuss and agree your investment risk profile and then allocate the right mix of assets to meet your short, medium and long term financial needs.
Our investment strategies are designed to provide a balance of potential for growth by minimising risk and maximising return whilst still being tax efficient.
In addition to our traditional portfolio management services, we also provide portfolio review, benchmarking and performance attribution services for clients wishing to review their existing portfolios.
Please click here to access your Mazars investment portfolio online.