Portfolio Management


Your Personal Portfolio Management Services account is a personal investment portfolio in equities, bonds and fixed income products, managed by our professional portfolio management team.


When you invest in your personal portfolio you own individual securities, unlike a mutual fund investor who owns units in an entire fund. This individual approach to investing gives the portfolio managers the freedom to tailor your investment portfolio to achieve your personal objectives.

Your personal portfolio manager will first seek to understand your individual needs and investment objectives, then drawing on the combined expertise of our specialists, will create your portfolio with you.


We use a transparent reporting approach in the management of your portfolio. Your personal portfolio manager will consult with you on all acquisitions and disposals. Ensuring that your investment objectives are achieved.

The benefits of individual investing via our portfolio management service.

Transparency

Seagate Financial’s transparent reporting approach in the management of your portfolio ensures that your personal portfolio manager will consult with you on all acquisitions and disposals.

Scientific investment decisions

Seagate Financial’s portfolio management team provides full fiduciary oversight and decision execution with management and administrative control.

Expertise

Seagate Financial’s combined expertise of our specialists cover all the major financial instruments available on all of the worlds major markets.

Learn while you earn

Seagate Financial’s transparent reporting approach, individual portfolio management and the combined expertise of our specialists provide you with a consultative investment approach, giving you an opportunity to learn the nuances and understand the rationale behind your portfolio investment decisions.


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