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Portfolio Management Service

An investment manager will fully manage your portfolio

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If you prefer to leave investment decisions to our investment experts, our Portfolio Management Service could be the answer available exclusively through our Financial Advisers. A professional investment manager will fully manage your investments and the service aims to deliver positive returns while taking the appropriate amount of risk.

Our most exclusive service is designed for investors with £100,000 or more. It provides the very best of what Hargreaves Lansdown has to offer, drawing upon the wealth of experience from our investment managers and our highly qualified advisers. More than 10,000 clients entrust us with nearly £3 billion of their money using the Portfolio Management Service.

Benefits of the service:

  • Support of an experienced Financial Adviser

    Who take the time to understand your current situation, aspirations and capacity for risk

  • Help you meet your long term goals

    Personalised advice and recommendations based on your individual goals

  • Professional portfolio management

    The day-to-day running of your investment will be managed on your behalf

  • Improving your potential returns

    Holdings are constantly reviewed and regularly rebalanced

Portfolio Management Service Terms and Conditions (including charges)

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

Percentage growth from example portfolio:

The below graph compares the return of an example portfolio within the Portfolio Management Service to its sector average and cash (Bank of England Base Rate).

PMS

It assumes an investment since the launch of our Portfolio Management Service in 2002. 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 30/06/2017.

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