The help to create a carefree future

Of the many different ways to make your assets work for you, investing is one of the most financially rewarding. The potential gains can be significant and, with a carefully selected and actively managed portfolio, growth is maximised while risks are minimised.

Xentum has an excellent track record in portfolio management and currently advises on assets of over £100 million. This figure indicates two things; we have many clients that trust us with substantial amounts, because of our experience and expertise; and we have significant clout with fund managers, who then give you preferential service.

You may already have an investment portfolio, but are unsure if the investments are appropriate, whether they’re well spread over different asset classes or how well they’re performing. In this instance, we carry out comprehensive research and, if appropriate, we bring all the investments under one umbrella,
so we know exactly what’s what and how to proceed. This almost always reduces costs, admin, hassle and stress.

If you have no existing investments, we first need to find out what your financial objectives are (plus whether or not we think they’re realistic), how much risk you are prepared to take to achieve your objectives, and how much you have to invest. Entry level funds go to our management service to build a portfolio based on a strict brief. At the higher level, typically over £200,000, funds are placed with a third party discretionary fund manager, who structures and manages a bespoke portfolio on a daily basis, again, based on our brief.

All you really need to be clear on is that our experience of funds, products, managers, asset classes and all the complex workings of investments is comprehensive and we do our very best for you, based on your
individual profile.