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Christows Portfolio Management

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About: With a heritage dating back to 1869, Williams de Broë is one of the UK’s leading firms of investment managers and has successfully established a business that has been built on the following core values:

* Personal Service – we have a personal service driven culture and our ethos is to maintain investment managers dedicated to our individual client’s needs.
* Bespoke By Nature – we tailor our services to fulfil our individual client’s specific investment objectives and risk criteria.
* Sound Investment Process – we maintain a significant resource in our investment process and have a strong focus to achieve investment excellence.
* True Independence – we select best of breed investments, which are appropriate for our clients, without conflicts of interest. We also develop close relationships with our professional intermediary partners.

Recognising that clients have differing situations and investment needs, we strive to deliver individual bespoke portfolio services, on a personal basis, to meet specific investment objectives. Our clients are often referred to us by professional advisers but are also recommended by existing Williams de Broë investors.

At all levels we consider it essential that we glean from and give to our clients all the facts, both from an investment and, just as importantly, from a taxation perspective. This enables us to offer solutions formulated to satisfy each individual’s objectives. As part of this process, we encourage direct access to a Williams de Broë investment manager and regular meetings to ensure that we can respond to any changes in personal circumstances, as well as market movements. For clients introduced by their professional adviser, it is vital that we develop close three-way working relationships that encourage regular communication and review meetings.
  Our details:

24 Gay Street
Bath
BA1 2PD

T: 020 7072 7500
F: 020 7072 7501
Location: Bath, Somerset, United Kingdom - England
Business Type: Stockbrokers
Products or Services: Discretionary service, advisory service, private portfolio account, inheritance tax relief portfolio service, enterprise investment scheme portfolio service
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