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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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