Investment Management

Designed for those investors who have neither the time, nor the inclination, to manage their portfolio themselves. The Discretionary service is our premium level of care for discerning investors.

We will use our comprehensive portfolio construction and investment management selection process to determine and build a portfolio designed to suit your individual requirements. Once established, we will carefully monitor and amend your constituent holdings as necessary to ensure that your portfolio continues to meet your objectives and requirements on an ongoing basis.

Discretionary Management

You can rest assured we will keep you informed of any changes we may make, through the issue of contract notes every time we trade. We are on the end of the phone or come and see us in person for any queries you may have.

We are also able to provide clients with on-line access so they can view their portfolio whenever they like, at home or abroad.

Advisory Management

Intended for those investors who would like to retain some control over their investments, but who value the assistance and help of a professional investment management team.

We will undertake the same detailed portfolio construction and investment selection process as with the Discretionary service, but will seek your prior approval before it is implemented. This gives you the opportunity to influence decisions and provides some scope to fine-tune strategy.

Thereafter, throughout our investment management process, you will receive regular advice and recommendations, as well as periodic valuation reports and comments on the changing profile and performance of the portfolio. We will actively monitor your portfolios constituent holdings. If there is a significant development, such as a take-over approach or rights issue, we will contact you and discuss your options, offering our advice on the best course of action.

Engagement Policy

Meeting our obligations under the Revised Sharehold Rights Directive II (SRD II)
We are required by this Directive to explain whether or not we have an engagement policy in relation to the companies we invest in, where the companies’ shares are admitted to trading on a regulated market. As the proportion of shares we hold in investee companies is much lower than those held by large institutional investors, we are not able to engage with investee companies to the extent envisaged by SRD II. We do not therefore have a formal engagement policy.

The value of an investment and the income generated from it can go down as well as up, and is not guaranteed, therefore you may not get back the amount originally invested

Get in touch

Get in touch to discover how MHA Caves Wealth can help to optimise your wealth management strategy - both now, and for the future.

Call: 01604 621 421