Bespoke Service

Argent manages every client’s portfolio on an individual basis which means each portfolio is reviewed in its own right at least twice per annum.  Your personal consultant will also contact you twice a year with a view to arranging a one-to-one personal meeting.

Irrespective of whether or not you take up the offer of this meeting, your portfolio will be “re-balanced” twice a year to ensure the risk rating remains within the parameters agreed at outset.  You can change this at any time depending on your personal circumstances by telephoning your consultant.  This will trigger an “ad-hoc” review which, for example, will be necessary if you wish to add funds to your portfolio or make a substantial withdrawal.

The other advantage of Argent’s bespoke service is that it can accommodate an investor’s private portfolio of shares by building them into the portfolio and monitoring performance as part of the larger total.  You may have held shares for a long time (for example UK “privatisation issues”) and wish to keep them, but do not have the time or inclination to be deal with the paperwork generated by (say) a financial re-structuring, merger or acquisition involving your favoured company.

Argent will take care of all of this for you!