Collective Investment Management Service
Our Collective Investment Management Service (CIMS) enables you to diversify your investments and may potentially reduce the risk sometimes associated with holding individual stocks and shares. A CIMS portfolio is a practical way to invest across a broad range of shares and assets in the UK and internationally.
This is a Discretionary Management Service, so our Investment Manager will use their understanding of your financial objectives to select the products that are most suitable for you. A typical portfolio will include a range of investment trusts, unit trusts, Open Ended Investment Company (OEICs) and fixed interest securities.
Download our CIMS Brochure (pdf)
Please note, the value of your investments and any income from them may go down and you may get back less than you invested. If you are unsure about the suitability of this service, please contact us for advice.
For further information please complete our online form or contact us.