Discretionary Fund Management

Active has always been committed to delivering quality customer service. We have built our business by establishing long term relationships with our personal and corporate clients, offering them high standards of specialist advice. When appropriate for our clients’ investment needs we engage the services of a discretionary fund manager. A discretionary fund manager has a more active approach to asset management with the ability to react quickly to changing market conditions, buying and selling investments immediately without any paperwork. Discretionary fund managers can also bring to bear more specialist investment research and knowledge and often access a greater diversity of investment options

Cheviot Asset Management work in partnership with Active's advisers to provide discretionary investment management solutions for our clients. The relationship with Cheviot is one of trust and mutual understanding between our two firms, resulting from a longstanding association between our advisers and the investment management team at Cheviot.

Cheviot is among the UK’s largest independently owned discretionary investment firms. This allows Cheviot to focus exclusively on structuring and managing bespoke investment portfolios for private clients, trusts, charities and pension funds. A team of fifty experienced portfolio managers have built their reputations on providing clients with exemplary personal service and investment expertise. The best and most suitable investments from anywhere in the world are chosen to meet any client objective, such as growth, capital preservation, inflation protection or income.

Personal Service
Cheviot has a simple philosophy: each client has unique requirements and deserves a genuinely personal service. Clients are given their own personal Investment Director, with ultimate responsibility for all decisions taken on their portfolio, who can be contacted directly. In turn, each Investment Director is supported by a dedicated team to provide clients with continuity and detailed attention to administration

"Too often modern investment management groups, even for high net worth individuals, treat their clients like numbers rather than people. Cheviot is a thoroughly modern investment manager that does not lose sight of the fact that client service comes first." Sir George Mathewson Chairman of Cheviot Asset Management

Investment Expertise
Cheviot’s investment process is structured to build and preserve wealth over the long term. Cheviot believes optimal long-term returns are best achieved by investing across a variety of asset classes, which in turn, reduces risk. Cheviot’s investment management committee meets weekly, bringing together senior investment management staff with a broad range of UK and international market knowledge to provide a framework for the Cheviot investment process. Cheviot will ensure clients and their advisers always benefit from the very best investment knowledge and latest investment products.

You should note that whatever level of risk you specify all investments carry some risk, the value may fall as well as increase and you may not always recover the full amount invested.

For further information or advice on any of the above, please do not hesitate to contact us.

Email: enquiries@activefinancialservices.co.uk Phone: 0845 555 0 888

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