Philip Simmonds Private Office Limited works with R&H Fund Services (Jersey) Limited on a consultancy basis to provide UK based support for intermediaries in respect of the Diversified Portfolios Fund and Trustee Services. Family Fund Structures are also available for private clients of Private Office Asset Management Limited.
Rawlinson & Hunter is an international practice of Chartered Accountants, operating nine offices world-wide and employing more than 450 people. R&H Fund Services (Jersey) Limited provides a comprehensive management and administration service to all types of mutual funds ranging from retail open-ended public funds to sophisticated institutional funds.
Jersey is one of the best established offshore financial locations. With political stability, a sophisticated legal system and high calibre professionals, it has much to offer private and corporate clients.
Diversified Portfolios Fund was established in June 2000, and is an open-ended Distributor Status investment company which can issue different classes of share and which provides shareholders (investors) with the ability to pursue a bespoke investment strategy through their nominated investment advisers.
The principle objective of the fund is to provide offshore trustees and high net worth individuals with a flexible vehicle for the tax efficient management of long term equity/bond portfolios.
Designed for subfunds in the range of £1.5 million – £50 million. Marketed through intermediaries only. Philip Simmonds Private Office Limited is available to discuss yours and your clients requirements.
Rawlinson & Hunter, Jersey, was established in 1972 and has worked hard to become the best service provider in Jersey. R&H pride themselves on the quality of the service they offer their clients, from the small family trust to the large fund management group.