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Resources
Portfolio Administration
For our Select Service clients and those making use of our investment management services, Tower Hill Associates will use a portfolio administration platform. This is a service which creates a single, consolidated view of all your investments - savings, pensions, equities, etc - offering you some fantastic advantages:
- All your various investments can be visible and accessible in one place
- Keeping track of your complete portfolio becomes a simple task, with up-to-the-minute portfolio valuations available online in 'real time'
- More effective management of your assets as a single portfolio rather than product-by-product, enables your adviser to fully optimise the performance of your portfolio
- Vastly reduced paperwork and increased efficiency means your adviser can focus on ensuring the right overall strategy is in place to achieve your objectives
- Access to lower investment costs at 'wholesale' rates along with low cost switching of funds
Tower Hill Associates
researches the market to select the most appropriate portfolio administration
platform for your portfolio - based on a balance between cost and
functionality. We have no financial interest in our recommended provider
and the client will be charged directly by the provider for this
service. Clients are advised of the provider's costs as part of our
initial advice.
To discuss the benefits of a portfolio administration service in more detail please call us on 020 8891 6375.
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