Proactive Portfolios has been established to deliver investment solutions for our clients using the skills and experience of proven investment professionals who employ a process which uses three critical portfolio optimisation levers to deliver investment outcomes:-

• Proactive Asset allocation across asset sectors
• Active Investment selection within each sector
• Efficient and cost effective implementation

 The objective of Proactive Portfolios is to make this expertise and process accessible in the form of implemented portfolios via Separately Managed Accounts.

Why a Separately Managed account?

Our focus on the SMA investment solution is based on its clear advantages over traditional managed funds:-

• Assets are held directly in the client's name
• Greater transparency (fees, holdings etc)
• The capacity for clients to more effectively manage the tax consequences of their investments