Investments & Wealth Planning
Discretionary portfolio management including ISAs
As portfolio managers we engage with you, ascertain your risk profile and then invest your capital with complete discretion (within prescribed limits). For individual clients (as opposed to SIPP, trusts and charities) we incorporate stocks and shares ISAs.
Full nominee service
Shares or investments need not be registered in the name of the beneficial owner and they are often pooled together to ease the process of buying and selling as well as administration of dividends etc. This is now standard practice in the industry.
Full Capital Gains Tax service
We liaise with clients every year to try and avoid paying any unnecessary CGT.
Automated Income Payments
Often clients like to receive an income from their portfolio and we can set up an electronic automatic payment into their bank account on a monthly or quarterly basis.
TBI Investments News and Opinion
Shareholders Rights Directive (SRD II)
We are required by the Revised Shareholder Rights Directive (SRD II) 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 SRDII. Therefore, we do not have a formal engagement policy.
We have regard to the Stewardship Code when managing investments for professional clients. It is our policy to review the performance of investee companies and take appropriate action where necessary. Our policy on conflicts of interest, and on voting rights for professional clients, is available on request.