Investment services
Portfolio management
Our core service is the discretionary management of investment portfolios.
ISAs
As an HMRC-approved plan manager we can offer Individual Savings Accounts (ISAs) to be managed in conjunction with your personal account. We are also able to receive and manage assets you may have in existing ISAs.
SIPPs
For individuals seeking to establish a Self Invested Personal Pension (SIPP) we can either recommend a provider or establish one on your behalf.
Offshore accounts
We offer investment services to clients who require their assets to be held and managed offshore through our sister company, Ingenious Asset Management International Limited.
Non-sterling accounts
We also manage portfolios denominated in currencies other than Sterling, such as Dollars or Euros.
Portfolio loans
Individual and corporate clients are entitled to apply for a loan using the assets of their portfolio as security. The loan is highly flexible and there are no arrangement fees.
Ingenious Asset Management Limited is authorised and regulated by the Financial Services Authority.