Managed portfolios
Blue Sky prides itself on delivering a high quality Wealth Management Service.
Through active management, our Wealth Management Programme is designed to deliver:-
- Capital protection wherever possible
- Returns higher than are available through Bank and Building Society deposit accounts
- Net returns over and above inflation
We utilise various methods to achieve the above dependant on a clients risk approach and time horizon.
We offer clients the choice of how their portfolios are managed:-
Blue Sky Portfolio Manager
This provides clients with an active management approach which traditionally is not available through Independent Advisers. This arrangement is particularly beneficial to clients who regularly use email and on-line tools.Currently five portfolios are available demarcated by risk see (Model Portfolios under Investment Strategies).
Refined
These are utilised for clients who require a less responsive approach to Investment Management but nevertheless are keen to optimise returns in accordance with their risk approach.Email and on-line tools can still be used but typically this arrangement attracts clients who either have ‘old’ policies which can’t be moved to a wrap account because of charges or restrictions and/or clients who don’t have computer access. We currently offer 4 model portfolios.
Tactical Planning
Summary of emergency budget changes
Jun
24
2010
A brief overview of the main changes that are likely to affect clients.... Read more
May
27
2010
Figures announced last week measuring inflation stated that we are experiencing the biggest rise in the cost of living since... Read more
Apr
22
2010
Transfer assets to your spouse to maximise the personal allowance for income tax and capital gains tax (£10,100) purposes. ... Read more
Make the most of the increase in the ISA allowance
Apr
22
2010
The new ISA limit, as from the 6th of April 2010 is £10,200 per year and will now increase in... Read more