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PCP-The Discretionary Portfolio Management Service [DPMS]

Description, Objective & Strategy...

PCP currently utilize the expertise of three fund management houses who with PCP have formulated 21 allocation models, in three currency bases for our discretionary use.

The PCP-Discretionary Portfolio Management Service [DPMS] offers a range of Portfolio Strategies, each of which utilizes the expertise of your chosen fund manager, including prestigious names such as CitiGroup Quilter and QIM Ltd.

PCP has a Discretionary Portfolio Management Service so that ones portfolio has full flexibility. PCP select from world leading wealth managers to take responsibility for managing clients' portfolios. Without professional management asset allocation can become haphazard, market timing is often wrong and decisions may be made on 'old favourites'. Professional management offers access to real time data, fund managers who are expert in their own fields with the ability and resources to analyse financial markets daily with the objective to optimize client's investments. By following the unique requirements of each client and matching these to the appropriate investment house results in portfolios tailored precisely to the clients' risk/reward profile. Our flexibility to choose, monitor and switch wealth managers enables further diversification of risk management.

CitiGroup Quilter is a leading investment house specializing in bespoke investment management services. It currently manages around £5.8 billion on behalf of private clients from all over the world, UK and overseas pension funds, corporate bodies and life companies. As part of Citigroup Smith Barney (U$D1.63 Trillion under management), CGQ is a global financial services firm and market leader in securities, asset management and credit services. With over 13,000 Financial Advisors and 600 offices in 30 countries, Citigroup connects people, ideas and capital to help clients achieve their financial aspirations.

Quadrant International Management (Isle of Man) Ltd. (QIM) is an authorized Isle of Man fund manager whose expertise lies in the development and management of international financial structures. Established in 1994, QIM was formerly owned by the Morgan Stanley Group until September 2003. QIM's strength is interpreting clients' objectives within the context of fund management. The funds are managed by fund managers with over thirty years experience in international asset allocation, based in London.

A portfolio management fee of 0.375% per quarter applies for the PCP-Discretionary Portfolio Management Service and an initial-fee of 3% of placement.
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