We offer investment management solutions to Private Investors through our Portfolio Management Services & Multi-Asset Funds. Our team take the time to understand what you want, and we will stay in contact with you.
You will speak to your Quadriga Asset Management investment manager at least once a month to review your requirements and to ensure your portfolio is still meeting your specific needs. You can always speak to your investment manager if you have any questions about your portfolio. Your investment manager will also send you quarterly investment reports, which include data showing the performance of your portfolio.
Discretionary Portfolio Management Service
Is it for me?
Our Discretionary Portfolio Management Service is our core investment management service for Private Investors. It may be appropriate for you if you have over £20,000 to invest.
How does it work?
After an in-depth consultation with you, including a review of your attitude to risk, your requirement for income, your tax position and your particular preferences, your investment manager will build and actively manage a bespoke investment portfolio to match your individual needs.
Your investment manager and their team will closely monitor your portfolio and, using our disciplined and structured investment process, will ensure it is suitably invested at all times.
If instructed we will advise you on suitable tax wrappers such as an Umbrella Remuneration, Asset Trusts, QNUPS and QROPS to name a few. We structure to ensure your portfolio is managed as tax-efficiently as possible and will send you all the tax information you need to complete your tax return at the end of each tax year.
Anything else I should know?
Your investments are held in a secure nominee account so we can deal with all the portfolio administration efficiently. This will include collecting and distributing dividends and other income payments, corporate actions and executing all trades promptly.
How can I find out more?
You can request to receive via email or post our corporate brochure and fund factsheets which will provide you with a comprehensive breakdown to our organisation as well detailed performance statistics of our various managed funds.
Contact us today for more information and for details on how our private investors service could be right for you.
"I would not hesitate to recommend QAM to my family members and my friends. I am very impressed with the level of professional service. My Account Manager has taken the time to explain to me thoroughly about my investment in an open and honest manner. He has excellent customer care skills and is a pleasure to do business with. I am very hopeful that this will be a long term business relationship with QAM. Once again thank you very much for a professional, positive and friendly service."
"Here is a brief Description of my experience with Quadriga Asset Management so far:
Q: Was withdrawing your funds Easy? A: I would have to say yes it was simple enough, the biggest issue I had with the withdrawal was I had to email or call to request withdrawal, it would be better if they had an option to just click whenever I wanted to withdraw some funds.
Q: Were the support staff timely and helpful? A: Yes, the staff are always on hand to assist with any issues or questions i had, So i can't fault them on this.
Q: Was the website easy use? A: The website is easy to navigate, straight forward to use especially for a novice.
To conclude I would say so far so good. I will keep an eye on the performance over the coming months and see how we go."
"I have nothing but positive things to say about this company. Due to some emergency family issues I was forced to close my account. I was able to close and withdraw my all my funds without any issues.
Great team, excellent service.
You will be hearing back from me soon."
"I am indebted to Quadriga- they have helped more than any other company I have ever dealt with. Was initially invested within the fixed income property bond and after 3 months I decided to invest in their flagship world resources fund as well.
I am super pleased by the consistency of return within the world resources fund. My bond matured in Feb 2019 and I have invested the amount from the bond into the fund as well. I have withdrawn my profits every month because I need the monthly income. No company is perfect, but they provide every client with the best service."