Portfolio Management

Cobalt Private Finance provides advisory portfolio management services for people who haven't got the time or expertise to oversee their investments. During a comprehensive analysis of your financial situation, our dedicated and extremely knowledgeable advisers will discuss your goals and risk profile in depth to ascertain the investments and savings vehicles that are best suited to your needs.

Once we have an agreed strategy in place, our asset allocation knowledge and skills ensure we can create a bespoke and diversified investment portfolio of equities, cash, property and bonds.

Importantly, we will keep you up-to-date with any changes to your portfolio and, using the latest technology, provide regular breakdowns of performance relative to appropriate benchmarks.

In all cases, we will seek to mitigate any tax liabilities you may have, and for this reason we are particularly knowledgeable about venture capital trusts (VCTs), and unit and investment trusts that can be wrapped in an individual savings account (ISA).

For more information on how we can take control of, or help you to manage your investments, call us for an initial discussion.