For advisers who want to concentrate on offering financial planning advice by outsourcing discretionary management services, PK Wealth provides a range of portfolio solutions. Click here to discover how we can help reduce overall investment risk: PK Wealth DFM Case Study
We work with you to provide solutions that match your needs. Our portfolio services are available across active, passive and ESG strategies. We also manage portfolios for clients looking to mitigate their exposure to inheritance tax, as well as offering bespoke direct equity and direct bond portfolios and services specifically designed for charities.
BESPOKE PORTFOLIO SERVICE (BPS)
High service level providing solutions tailored to each client’s requirements. Clients using this service have access to investment managers to discuss investment strategy and portfolio positioning.
The Bespoke Portfolio Service starts with a minimum investment of £200,000.
MANAGED PORTFOLIO SERVICE (MPS)
A model based low contact approach where individual assets within each risk profile are the same for all clients invested.
The Managed Portfolio Service starts with a minimum investment of £50,000.
ESG PORTFOLIO SERVICE (EPS)
Our sustainable solution is a suite of five globally diversified, risk-rated, actively managed multi-asset portfolios. Three different sustainable investment strategies are integrated into PK Wealth’s process: ESG, SRI and Impact investing.
IHT PORTFOLIO SERVICE (IPS)
This innovative, tax efficient, active discretionary management portfolio service allows investors to pass down more of their wealth to beneficiaries. Each portfolio invests in AIM and Asset-Backed investments that qualify for Business Relief.
DIRECT EQUITY AND DIRECT BOND PORTFOLIOS
Appropriate for a variety of different purposes, these actively-managed portfolios invest in either direct UK-listed equities or GBP-denominated corporate bonds. Both portfolio strategies are appropriate for individuals applying for the Tier 1 VISA immigration programme.
CHARITY PORTFOLIO SERVICE
Our multi-asset portfolios are constructed to generate long-term returns in excess of inflation (measured by the Consumer Price Index (CPI)) whilst minimising risk and volatility. This portfolio strategy is suitable for charities and foundations that have adopted a Total Return Approach.
