PERSONAL FINANCIAL PLANNING – Wealth Management Services

Are you looking for an innovative discretionary wealth management service?

WEALTH MANAGEMENT SERVICES

At PK Wealth, we appreciate there are different reasons to invest.

We provide specialist discretionary portfolio services using a rigorous methodology for a range of wealth management requirements.

An introduction

Why PK Wealth?

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, including services specifically designed for charities.

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What is the Bespoke Portfolio Service?

Bespoke Portfolio

High service level providing solutions tailored to each client’s requirements. Clients using this service have access to investment strategy and portfolio positioning.

The Bespoke Portfolio Service starts with a minimum investment of £200,000.

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Bespoke Portfolio Benefits:

Liquid assets Access to global, diversified, liquid assets.
Long-term portfolio management Strategic asset allocation expertise to set the framework for efficient long-term portfolio management.
Diversification Portfolio diversification ensured through 20-25 individual holdings.
Best of breed investments Best of breed investment universe includes OEICs, Unit Trusts, Investment Trusts and ETFs/ETCs.

Bespoke Portfolio Read our guide

What is the Managed Portfolio Service?

Managed Portfolio

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.

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Managed Portfolio Benefits:

Diversification Access to global, diversified, liquid assets.
Long-term portfolio management Strategic asset allocation sets the framework for efficient long-term portfolio management.
Diversification Portfolios generally consist of 20-25 holdings to ensure global multi-asset diversification.
Best of breed investments Best of breed investment universe includes OEICs, Unit Trusts, Investment Trusts and ETFs/ETCs .
Online access to portfolios Quarterly performance reporting and online access to portfolios available 24/7.

Managed Portfolio Download here

What is the ESG Portfolio?

ESG Portfolio

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.

Minimum investment £200,000.

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ESG Portfolio Service Benefits:

Discretionary management Active discretionary management with fund selection focused on SRI, ESG and Impact criteria.
Highest scoring funds Proprietary screening process to select only the highest scoring funds for inclusion in client portfolios.
Global diversified multi-asset investments Five risk profiles investing in global diversified multi-asset investments.
Online portfolio availability Quarterly performance reporting and online portfolio availability 24/7. Access to investment managers.

ESG Portfolio Find out more

What is the Charity Portfolio Service?

Charity Portfolio

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.

Charity Portfolio Benefits:

Ethical restrictions Ability to incorporate ethical restrictions, in accordance with client mandate.
Vast experience Proven experience advising charities and foundations on all investment related matters.
Supporting long-term strategies Expertise in helping charities and foundations adopt Investment Policy Statements which support their long-term strategic aims.
Portfolio management Portfolios managed to ensure a high allocation to low-cost passive funds and ETFs.
Reporting and advice Regular reporting and ongoing advice to the Board and Investment Committee.

Charity Portfolio Learn more

What is the IHT Portfolio Service?

IHT Portfolio

This innovative, tax efficient, active discretionary 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.

Minimum investment: £200,000.

IHT Portfolio Service Benefits:

Competitive fee structure PK Wealth offer a competitive fee structure incorporating discounted rates from underlying managers.
Due diligence Robust due diligence process comparing strategy, cost and performance across a large number of portfolio managers.
Volatility analysis Introduction of volatility analysis supporting construction of risk-rated portfolios.
Technology platform Access via GrowthInvest, an adviser-focused technology platform, specifically designed to simplify the consolidation of tax efficient investments in one workspace.
Bespoke strategies We work with you to deliver an IHT strategy aligned with your clients’ requirements. Bespoke strategies can be designed around specific circumstances.

IHT Portfolio Explore our IHT Proposition

What is the Direct Equity & Bond Portfolio Service?

Direct Equity and Bond Portfolio

Appropriate for a variety of different purposes, these actively-managed portfolios invest in either direct UK-listed equities or GBP-denominated corporate bonds.

Minimum investment: £1,000,000 for bond portfolios, £250,000 for equity portfolios.

Direct Bond & Equity Portfolio Service Benefits:

Diversification Portfolios generally consist of 10-20 holdings ensuring appropriate diversification.
Versatility Versatile portfolios are appropriate for a variety of different purposes.
Competitive long-term income stream The corporate bond portfolio is suitable for a low risk total return approach combining income and capital growth, or as an income strategy generating a competitive long-term income stream.
Tier 1 VISA Competitive fee structure and each portfolio can be adapted for Tier 1 VISA purposes.
Online access to portfolios Quarterly performance reporting and online access to portfolios available 24/7.

Direct Equity and Bond Portfolio Service and benefits

We currently offer a broad range of investment services with our BPS & MPS portfolio strategies at the core. We have specialist experience in managing Charity Portfolios and offer Direct Equity & Direct Corporate Bond portfolios for specific exposure. We have recently launched our Discretionary IHT Portfolio Service which combines AIM & Asset Backed managers on a risk weighted basis, currently unique in the market place.

MICHAEL USHERHead of PK Wealth & CIO

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