INGENIOUS

Our core service is the discretionary management of investment portfolios.

Personal accounts

Whilst the vast majority of our clients choose to have a discretionary account, we also offer advisory or execution only accounts, if preferred.

PEPs & ISAs

As an Inland Revenue approved plan manager we can offer ISAs to be managed in conjunction with a client's personal account. We are also able to receive and manage assets clients may already have in existing PEPs or ISAs.

SIPPs

For individuals seeking to establish a Self Invested Personal Pension (SIPP) we can either recommend a provider or establish one on a client's behalf.

Offshore accounts

Through our sister company, Ingenious Asset Management International Limited, we can offer investment services to clients who wish their assets to be held and managed offshore.

Non-sterling accounts

We are also happy to manage portfolios denominated in currencies other than Sterling such as Dollars or Euros. The minimum account size is £100,000.