LiveMoney Program Description

About livemoney.biz
Our flagship investment management service is a holistic discretionary service suited to investors who wish to ensure their portfolio is managed by professionals in a responsive manner. We work with each client to first understand their individual hopes, aims and aspirations before building a wealth strategy that positions their portfolio to achieve these goals.

Our discretionary process involves mutually agreeing the parameters within which to manage the portfolio. Clients can choose to install set parameters for how they would like their portfolio to be managed which can be either risk based or ethics based. Alternatively a defined performance goal can be outlined (e.g. 6%-9% per annum or £x income per month). We then run the portfolio to either optimise the returns within your parameters or to minimise the risk whilst achieving these defined targets. Our experienced portfolio managers use their expertise and market knowledge to make investment decisions on the clients behalf, and respond quickly to market changes when the demand arises.