Investments
The obvious statement is that investments should meet the expectations of
the client – we however extend that thought process to include:
- Overall portfolio management.
- Immediate and long-term tax treatments.
- Short and long-term volatility.
- Flexibility to convert to cash deposit.
- Use of trusts where appropriate.
- Off-shore planning when appropriate.
Discretionary Management Service (DMS)
MPL is able to fully manage your money on your behalf. We have an
experienced in-house investment team available for client meetings. The
custodian services are under contract to Adam & Co. (a subsidiary of
RBS and one of the UK's leading private banks). Costs of the full
discretionary management service are extremely market competitive.
Current clients of the MPL Discretionary Management Service include
SIPPs, individuals, trustees and trusts, corporations and partnerships.
Please
contact
us for further information.