Portfolio Management Services

Equity Trustees’ portfolio management service removes the administrative burden of looking after your investments. Our three levels of service mean you maintain as much or as little involvement in the day-to-day running of your finances as you like. You may choose to use our expert investment advice or even utilise our bill paying service: Total Care.

Our service is tailored to your needs. This means your dedicated private client adviser can take care of everything from your investment record keeping through to investment advice, discretionary portfolio management and the payment of your daily bills.

They will work closely with you or your adviser to develop a personal and tailored investment plan. 

Levels of Service

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    Custody Service


    Equity Trustees will act as custodian of your assets and manage all administration, record keeping and investment reporting. You will continue to make all discretionary decisions concerning your portfolio and maintain the relationships with your adviser, solicitor, broker or accountant.
    • Reporting
    • Record keeping
    • Maintaining Capital Gains Tax information
    • You make your investment decisions
    • You maintain the relationships with your non-Equity Trustees advisers

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    Advisory Service


    In addition to the administration and investment reporting offered under Custody Service, Equity Trustees will provide strategic investment advice. You will continue to make all decisions regarding your portfolio however you will have the option to appoint us as your agent or attorney. Alternatively, you will maintain the relationships with your existing financial and legal advisers.

    • Reporting
    • Record keeping
    • Equity Trustees provides investment advice
    • Option to appoint us as your attorney/agent
    • Option for you to maintain the relationships with your non-Equity Trustees advisers


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    Total Care Service


    Equity Trustees will act as your agent and attorney, managing your financial affairs on your behalf. We will manage the investment decisions for your portfolio and maintain any relationships with your existing advisers. We can also provide daily financial support by paying your bills, preparing and lodging your tax returns and processing your medical claims. You will handle as few of the daily finance decisions as you choose.

    • Full portfolio management
    • Equity Trustees will act as your attorney/agent
    • Equity Trustees manages your daily finances and bill paying