Portfolio Manager

Equity Trustees Portfolio Manager is a personalised investment management service. With three levels of service it is suitable for a wide variety of investors.

Whether you're a new investor intent on securing your future, or an experienced and sophisticated one, Portfolio Manager gives you the flexibility and investment ease you need, now and in the future.

Our goal is to help you meet your agreed objectives, taking into account such factors as capital growth, cash flow and security.

Choose the Portfolio Manager service to suit you:

Custody Service

If you prefer to make all the decisions concerning your portfolio, with easy, cost-effective administration and investment reporting. More..

Advisory Service

If you want an investment service with pro-active investment advice, but with all decision-making and implementation remaining in your control. More..

Total Care Service

If you want a comprehensive discretionary portfolio management service with investment decisions made on your behalf by Equity Trustees. This option can also provide assistance with your daily financial and personal needs. More…

Not sure which Portfolio Manager service is the right one for you? This service comparison table can help.