Giving You Peace of Mind – A New Era of Discretionary Investment Management

As recent research highlights that investors need to take three times more risk just to get the same return as twenty years ago (click here to learn more), its ever important to ensure your investment or pension is being professionally managed, with charges kept to an absolute minimum to maximise your return.

At Intelligent Investments, our aim is to provide you with a better level of service and advice as you would expect in your home country, but with greater tax efficiency, choice, and convenience by managing your finances internationally whilst you are an expat.

Much like your GP, we can provide you with advice in many areas and as such need to maintain a high level of understanding in all these areas. However, like a GP, we need to work with specialists in certain critical disciplines, and investment management is one of the most critical.

For the last 3 years, we have increasingly been using a UK FCA regulated discretionary fund manager, Momentum Global Investment Management to allocate clients’ portfolios. Momentum have the time and resources to actively manage clients’ portfolios compared to any in-house solution, but unlike any bank, still retain their independence.

Giving You Peace of Mind – A New Era of Discretionary Investment Management

In order to provide greater value to you, we have sought out a more compelling solution and now have an exclusive relationship with PortfolioMetrix.

PortfolioMetrix (PMX) is an award winning, UK FCA and South African FSB regulated, discretionary investment manager that offers more benefits than traditional discretionary fund managers (DFMs) and model portfolio providers. Launched in 2010, PMX was designed and developed to challenge the old order of investment services available to banks and financial advisers.

Benefiting from market leading technology, PMX can produce a truly bespoke portfolio in line with both your risk and return parameters, achieving greater and more consistent returns than their competitors.

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Minimising Your Charges, Maximising Your Growth
Their process operates on full transparency, only investing in ‘clean’ or institutional share classes. This ensures you are investing in funds at the lowest possible cost, keeping all charges to an absolute minimum with complete transparency and no lock in, penalty or hidden commissions.

For a brief overview of PortfolioMetrix and their service, click here.

To learn more about PortfolioMetrix, and to discuss the benefits of your investment or pension being professionally by a UK regulated, discretionary investment manager, with full flexibility, and no hidden charges or redemption penalties, speak to your Intelligent Investments’ wealth manager or one of the team today.


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