Portfolio Management

With our portfolio management service, your investment manager gets to know you and your priorities and keeps your portfolio focused on achieving your goals. The manager has access to all of the resources of Swordfish Financial, including our in-house research, so you can be sure your investments are in good hands.

An investment manager will build a portfolio based on your specific personal circumstances, objectives and attitude to risk. One of the principal benefits of portfolio management is that your manager can act fast when market conditions change, unlike ‘passive’ investment funds or ‘trackers’, which simply aim to replicate a given stock market index. This is particularly important considering the turbulent market we have seen in recent years.

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