Private Office Asset Management Limited is a wholly owned subsidiary of Philip Simmonds Private Office Limited, and was established in 2006 to provide bespoke and highly personalised investment management and estate planning services to our private clients.
bespoke private client services
Private Office Asset Management Limited is authorised and regulated by the Financial Conduct Authority (FCA). Our Firm’s FCA number is 650696.
Investment Portfolio Management
Whilst conducting primary and secondary research ourselves, we retain absolute independence from any overarching asset allocation committee, stock selection committee or fund selection committee. This provides us with the flexibility to be able to work closely with our private clients in order to manage their investment portfolios taking fully into account their own views and requirements in changing economic circumstances. We are not therefore beholden to asset allocation committees of large investment institutions who dictate the amount of risk assets each client’s portfolio must hold at any given point in time, where there can be a culture of ‘one size fits all’.
We specialise in managing private client investment portfolios on a bespoke and highly personalised managed advisory basis, providing absolute returns for our clients. This service is suitable for our private clients who prefer a closer working relationship with their investment manager, and we manage these portfolios ourselves, utilising state of the art research and analysis tools to complement our many years of experience in doing so.
For clients who prefer to have their investment portfolios managed on a discretionary basis, we have undertaken extensive due diligence on many of the City’s top Discretionary Fund Managers (DFMs) and have put together a panel of top DFMs who we work with in putting together the most appropriate discretionary mandates for our private clients.
We pride ourselves on looking after a relatively small and select number of private clients, who come recommended to us from our existing clients. We also work with a number of Solicitors and Accountants who recommend their clients to us for investment management and general financial advice.
At Private Office Asset Management Limited, we never forget that by their nature, private clients, unlike institutional clients, have a finite earnings lifespan and therefore a finite appetite for real risk. Simplistically, our clients tend to want their money to work as hard for them as possible, but with as little risk as possible – and this is what we aim to achieve. Capital preservation is therefore uppermost in our thinking, whilst seeking to achieve capital growth and / or income on a risk-adjusted basis.
Portfolio Management – Stockbroking – Wealth Planning – Pensions
We are trained and qualified to the very pinnacle of our industry’s professional standards:
* Chartered Wealth Manager
* Chartered Financial Planner