How often will you review my portfolio?
Your portfolio is constantly monitored so that:
Changes in our preferred holdings are effected when appropriate
Where practicable it remains within the asset classes we chose based on your defined investment strategy
It contains the appropriate investments for your specific risk profile
It contains a diverse range of investments, which are not overly concentrated in any particular area.
For more information on how we review your wealth management portfolio, you can read our guide on ‘How we manage your investments’ in the ‘Useful Downloads’ section below.