Portfolio management services

Personalised portfolio services available in sterling and US dollars

We work on a case-by-case basis, structuring portfolios in line with market opportunities using the successful investment methodologies that have served Ashburton Investments for almost 40 years.

We place a strong emphasis on building a close working relationship with advisors and clients to ensure that we can achieve a solution which best suits individuals’ goals and aspirations.

Our investment approach

Our investment philosophy and governance processes are among our key strengths. The principle investment philosophy of Ashburton Investments is to provide investors with real returns over the long term, through an investment strategy that seeks diverse sources of return, while being risk aware. We integrate risk management into the fabric of our investment process with the aim of protecting the assets that we manage for our clients.

Our portfolios follow a disciplined methodology in the selection of international equities, bonds, currency and other instruments. Our investment managers harness the active management philosophy of Ashburton Investments to find the optimal solution for every client, enabling us to exploit opportunities as they arise.

Our solutions

We offer a range of portfolio management services to meet clients’ needs, available in sterling and US dollars. Our portfolios comprise both medium term and long-term positions, and target diversification and risk protection.

Our portfolios are available with a minimum investment of US$400,000 or foreign currency equivalent.

View our Portfolio Management Services brochure

Equity portfolios

Our equity portfolios are designed for investors wishing to participate in capital markets and may be most appropriate for those with a long-term investment horizon. A minimum investment amount of  US$400,000 or foreign currency equivalent is required.

Find out more about our Global Leaders Equity portfolio

Multi Asset portfolios

Our multi asset portfolios suit low, medium and high-risk appetites, and aim to provide medium to longer term capital growth.

A minimum investment amount of US$400,000 or foreign currency equivalent is required.

Invest today

To invest in a portfolio, please complete the relevant documentation below and return via email to clientsupport@ashburton.com.

Portfolio application forms:

*Not all products and services described in this document are available in all jurisdictions and some are available on a limited basis only due to local regulatory and legal requirements. The material contained herein is not intended for use by persons located in or resident in jurisdictions which restrict its distribution. Persons accessing this document are required to inform themselves about and observe any relevant restrictions.