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KW Partner - discretionary investment management for IFAs

KW Partner - discretionary investment management for IFAs

You’ve worked hard to build your business. To make sure your clients receive the highest level of professional advice and service they deserve.

Having done that, you need an investment manager who is right for your clients.  One who delivers performance that you can rely on. Who treats you as a true business partner.  And one who will be guided by you in delivering the service your clients need.

We know how important that choice is, which is why we have a dedicated service for our financial adviser partners.  We stand or fall by our reputation.

Financial advisers are central to our strategy and, as a KW Partner client, you will have access to our senior management and our investment research team as well, of course, as your own dedicated investment manager.

We offer two levels of discretionary investment management:

  1. Personal Portfolio Management – for clients who need tax mitigation or who have individual preferences.
  2. Model Portfolio Service – for clients for whom one of our range of model portfolios is appropriate.

Either option will enable you to meet your clients’ expectations for risk and return and their needs for growth or income.  

We offer ethical portfolios to accommodate socially responsible desires.

Our portfolios can be specified with either underlying active management or lower cost passive investments.

Click here to contact us or call 01732 758655

The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of Kingswood Holdings Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.