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Citi Quilter - updated: March 25, 2009

 
City workers    

The Services Available

We are delighted that as a result of our involvement with Paradigm Partners LLP, we are able to offer the services of Citi Quilter on particularly favourable terms.

  •   The Discretionary Portfolio Service (DPS) is Citi Quilter’s bespoke investment management service.  The minimum portfolio size is £200,000.  Charges: 1.5% plus VAT pa on first £1m, 1.3% plus VAT thereafter.
  •   The Managed Portfolio Service (MPS) is a discretionary service investing in a wide range of collective investments, with a choice of seven strategies to meet a range of varying financial objectives.  The minimum portfolio is £25,000.  Charges: 1.35% plus VAT pa.

The annual management fees shown, include all dealing charges and highlight clearly fee share arrangements agreed with ourselves.

Who Might Benefit From This Service?

The service is available to any of our clients who have sufficient assets to meet the minimum portfolio sizes required by Citi Quilter.

Discretionary management is where the professional investment manager takes responsibility for making all the decisions about the investments in your portfolio at their discretion, based on your requirements.  This is in contrast to your dealings with most IFA firms, such as Arch Financial Planning Limited, who will only give you advice about investments or act on your specific request.

The following are particular situations that we have identified where the bespoke investment portfolios offered by Citi Quilter might be more suitable than the way that we deal with our clients’ investments.

  •   You would prefer a bespoke investment portfolio and a relationship with the Investment Manager of that portfolio.
  •   You would prefer discretionary management of your investment portfolio rather than having any involvement in ongoing investment decisions.
  •   You already have a large portfolio of shares and/or investment trusts which you would like to be managed by a professional investment manager.
  •   You are a trustee (possibly a solicitor) who has responsibility for a large investment portfolio.
  •   You are a parent or guardian of a child who has inherited a large amount of money to invest for the long term.
  •   You, or someone for whom you are responsible, has received a personal injury or compensation award.
  •   You prefer to invest directly into shares, gilts and bonds etc rather than via collective investment schemes.

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Arch Financial Planning Limited, Arch House, The Common, Cranleigh, Surrey, GU6 8RZ
Tel: 01483 204600  Fax: 01483 204601  Tel: 0845 3700 661 (local call charge only)  Fax: 0845 3700 662
Email: enquiries@arch-fp.co.uk