Optima Investment Portfolio: a summary

Minimum investment - £10,000

This solution brings together the complementary talents of leading fund managers under the expert stewardship and discretionary oversight of our Optima service within a range of different portfolios.

The Optima service combines some of the hallmarks and quality reporting of a more bespoke managed service but with the added tax benefits of a unit trust structure around your portfolio.

Such a structure enables active fund management without incurring Capital Gains Tax implications for you whilst you remain invested.