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Portfolio Management Service

Gain peace of mind by having your portfolio professionally managed

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Our most comprehensive service

The Portfolio Management Service (PMS) is our most comprehensive service, available exclusively through our financial advisers. It brings the best of what Hargreaves Lansdown can offer together, drawing upon the wealth of experience from our investment managers and our highly qualified advisers.

The service aims to give you the very best investment outcome and is designed for investors with £100,000 or more. A professional investment manager will fully manage your portfolio, saving time, sheltering more from the taxman, and improving potential returns.

Let us do the work for you

Our financial advisers will take the time to understand your current situation, aspirations and capacity for risk to best place your investments to meet your long-term needs. They will use their skills to ensure that your investments are tax-efficient as they help build your personal financial planning strategy. Our aim is to form a long-term relationship with clients who value a personal touch and the ability to talk through an investment strategy in plain English.

Once an investment approach is agreed, our award-winning investment managers will focus on managing a portfolio based on the level of risk you are comfortable with.

Benefits of PMS:

  • Save time - a professional does the work for you
  • Peace of mind - experts take responsibility of your investments
  • Reduce tax - we will ensure that your affairs are as efficient as possible
  • Improve potential returns - through consistent portfolio monitoring

Portfolio Management Service Terms and Conditions

Important: You could get back less than you invest and tax benefits will depend on individual circumstances.

A tried and tested investment philosophy

Our investment managers have built the investment portfolios in our Portfolio Management Service by working closely with our research analysts to identify our preferred fund managers and funds. Our approach involves extensive assessment of fund managers and their performance to ensure we identify what we consider to be the best funds with the best potential.

Care is taken to ensure that a portfolio is constructed to take advantage of different fund manager approaches whilst minimising overexposure to any particular sector.

The below graph compares the return of an example portfolio within the Portfolio Management Service to its sector average and cash.

Percentage growth from example portfolio within the Portfolio Management Service


It assumes an investment over a five year period. Past performance is not a guide to future returns. It should be remembered that cash and investment are not directly comparable, cash is guaranteed not to fall in value. Source: Lipper IM correct at 30/11/2015

Value for money

This service offers value for money. The initial cost for an adviser to review your portfolio will cost no more than 1% of the portfolio under consideration. You will pay no more than 0.51% annually for the Portfolio Management Service, which reduces for larger portfolios. We don’t charge for buying, selling or switching funds within this service. Further details of charges, along with our advisory costs are available from your Financial Adviser.

To find out more about our Portfolio Management Service we offer a free no-obligation consultation - an opportunity to consider whether this service is right for you.

Book your free consultation