I’m trying to find an investment manager who will look after some of clients investments in the way that suits her – the portfolio is about £275,000 which she would like to invest fairly passively, more or less exclusively in relatively high yielding equities which are held directly as opposed to in a fund, unit trust or other cis say about 30 separate shareholdings where investment decisions are taken only after consulting her.
The portfolio is currently being managed by a so called private bank
Also I would expect the fund manager to produce the income tax and cgt schedules at the year end and take advantage of the CGT annual exemption etc
nick farrow