Portfolio Management
Neville James Portfolio Management Limited
offers two levels of portfolio management service, each designed
to meet the needs of investors depending on the amount of
assistance they require when constructing a portfolio.
Selection Service
If the following have already been established,
simply confirm the details and we will assemble a bespoke
portfolio from Neville James Limited’s available stock:
- Capital available
- Maturity dates
- Premium servicing
- Life offices
- Target cashflow profile
- Tax profile
- Risk profile – locked-in values
Portfolio Management Service
If an investor has a larger amount to invest
(typically in excess of £100,000), or wishes to benefit
from specialist advice in relation to the creation and management
of a portfolio, we are able to offer the following:
- Assistance with the creation of a portfolio
- Advice on structuring to take account
of future cash generation requirements
- Regular portfolio valuations
- Policy selection from entire TEP market
- Direct access to experts (including Qualified
Actuary)
- Market information and actuarial analysis
- Advice on maximising tax efficiency
We also offer the following other services:
Prepaid Premium Service
Taking away a layer of administration, we
offer to take a lump sum investment and pay ongoing premiums
on behalf of the investor. As premiums are paid up-front,
a discount can often be provided on the premiums due to maturity.
The discount is in lieu of interest paid on the up-front premiums.
Amounts are held on behalf of the investor
in a designated client account.
This service is available together with
either portfolio service, or in association with individual
TEPs.
Valuation Service
If you have an existing portfolio of TEPs
and are looking for a competitive rate for valuations, we
would be happy to help.
For further details of any of these services,
please contact us.
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