Our Portfolio Administration

Portfolio Administration and Management

Secure 24 hour access to your financial portfolio

Thanks to our portfolio administration platform, every client of Tower Hill Associates has a single, consolidated view of their investments, including savings, pensions, equities, etc.

All of your investments are visible and accessible in one place and keeping track of your complete portfolio becomes a simple task, with up-to-the-minute portfolio valuations available online in ‘real time’.

Optimise the performance of your portfolio

With access to lower investment costs at ‘wholesale’ rates along with low cost switching of funds, investing through Tower Hills Associates is enhanced immediately. We then offer more effective management of your assets as a single portfolio rather than product-by-product, enabling us to optimise the performance of your portfolio constantly. Vastly reduced paperwork and increased efficiency mean we can focus on ensuring the right overall strategy is in place to achieve your objectives.

Reducing your costs of investment

We research 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 you will be charged directly by the provider for this service, at a fixed cost presented as part of our initial advice.

Becoming a client

See our free no-obligation
4 steps to becoming a client
and our transparent fees

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  • How to make your pension pot last? November 24, 2015 It is a question that will be on many people’s minds as they approach retirement particularly with greater pension freedoms giving increased flexibility on how to use their pension savings.

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