Portfolio
Management
Discretionary Investment Management Services
Our firm does not currently possess the necessary regulatory permissions to offer discretionary investment management services in-house. However, we are well positioned to independently recommend a range of established, reputable City-based discretionary investment management firms for clients who prefer portfolio management without the need for prior approval on individual investment decisions.
We carefully select the discretionary manager we believe best suits each client’s specific investment objectives and service expectations. Furthermore, we provide continued support as an intermediary—coordinating performance reviews, facilitating communication, and attending meetings alongside our clients and the appointed investment manager, as needed.
Trusted Expert Wealth
Management
Great performance for your portfolio
Bespoke, highly personalized and fully integrated wealth management
Our tailored and coordinated wealth management offering is crafted to encompass every aspect of your financial world — including investments, retirement planning, tax efficiency, estate structuring, and broader financial strategy.
We deliver a comprehensive, unified approach to managing your assets, supported by a forward-looking plan aligned with your unique life goals and personal aspirations.
We provide you with an holistic integrated approach to managing your wealth, backed by a longer-term strategy tailored to your personal lifestyle objectives
Enhanced total wealth solutions
The strength of this service is that it is an enhanced total wealth solutions service which designs and implements sophisticated, innovative, forward thinking portfolios that are tailored to meet your individual financial needs.
Based on detailed conversations, we focus on your priorities to carefully put together a bespoke plan that most efficiently meets your financial objectives, mitigates taxation and leads you confidently towards the future you wish to secure for you and your family
Tax-Efficient Investment Solutions
Portfolio estate
We provide strategic asset allocation across a broad range of asset classes, including equities, fixed income, cash and money markets, real estate portfolios, commodities, and alternative investments.
Our portfolio management expertise can be applied to various structures such as General Investment Accounts (i.e., portfolios held outside of tax-advantaged wrappers), ISA portfolios, family investment structures, SIPPs, SSASs, Offshore Bonds, and bespoke private OEIC sub-funds.
Security and peace of mind
All client monies are held and managed via a secure, ring-fenced nominee account via the Botanical Venture Limited custody and trading platform – full details of which are provided via the links in our “Downloads” section. This means that our clients’ money is absolutely safe in terms of being completely ring-fenced from this company’s or any third-party company’s balance sheet, providing our clients with total security.
Our clients have access 24 hours per day, 7 days per week to their portfolios (updated daily) via our online valuation system, and each client also receives an annual Consolidated Tax Voucher to give to their tax advise
Managed Advisory Investment Services
Our in-house investment specialists are equipped to oversee client portfolios on a tailored and deeply personalized Managed Advisory basis. This includes the management of:
- General Investment Portfolios
- Individual Savings Accounts (ISAs)
- Self-Invested Personal Pensions (SIPPs)
- Bespoke Private Family Fund Arrangements
Botanical Ventures Limited
Botanical Ventures Limited
Registered in England, London
Company Number: 10798098