Delaunay Wealth Model Portfolio Service

d-model-portfolioOur wealth model portfolio service offers you a risk-based solution based on our detailed assessment of what’s most likely to help you meet your goals.  We work with you in mind, seeking to offer you flexible, cost-effective investments.

How it Works

Each portfolio is created with a targeted level of return and risk through a combination of strategic asset allocation and fund selection. These funds are then rebalanced regularly so the portfolios move with market conditions and remain true to their original risk ratings.

This allows you to focus your investment on what is most important for you as your lifestyle and future life goals change.

Our Service

At Delaunay Wealth our Model Portfolio Service is managed through a Discretionary Fund Manager (DFM), who we have worked with for a number of years.

The selection of the appropriate asset allocation and funds and their tactical on-going management is undertaken by the DFM in the same way as for a bespoke private client. This means that you could benefit from wider, further in-depth and more comprehensive expertise in your underlying portfolio management – yet more affordably than at the fees normally associated with bespoke services such as these.

Our Role

Delaunay Wealth Management is not a Discretionary Fund Manager, so the responsibility for the management of the Model Portfolios within the service lies exclusively with the DFM.  However, a representative of Delaunay Wealth sits on the DFM’s Investment Panel in relation to the Model Portfolio Service and is engaged fully in the discussions surrounding the investment management of the Model Portfolios.

The DFM reports on a quarterly basis and at these intervals we will provide you with details of the current asset allocation, performance data, along with market and investment selection commentary.  In addition, the investment managers at the DFM are available should you wish to meet them to discuss any aspect of their investment process.

 

The value of your investment can go down as well as up and you may get get back less than you have invested.

Delaunay Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (806635). Registered in the UK at: Wey Court West, Union Road, Farnham, Surrey, GU9 7PT. Company Registration Number: 08107472 The Financial Conduct Authority does not regulate taxation and trust advice and employee benefits.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR www.financial-ombudsman.org.uk

© Delaunay Wealth Management Ltd 2015. All Rights Reserved