Private Clients

Malloch Melville have considerable experience constructing portfolios on behalf of private individuals, family trusts, corporates and pension schemes.

Our investment managers aim to build lasting relationships spanning generations.  Having conducted an in-depth fact find, your portfolio will be actively managed on a bespoke discretionary basis.  Our platform has built in risk management controls that will ensure your portfolio remains within the pre agreed mandate at all times.  We will always be available should you wish to speak to us.

Once on board we will be monitoring your investments every day to identify investment considerations on your behalf. Personal yearly written reviews will keep you up to date with performance and our thoughts on the wider investment landscape.  We will provide you with a year end Consolidated Tax Certificate and you will be able to view your portfolio online using our Online Valuation Portal.

Our charging structure is designed to be simple and cost effective.  We only charge a management fee for our Discretionary Management services.  There are no commissions on trading, no fixed bargain charges per trade, no fixed settlement and compliance charges per trade and no administration fees on ISAs.  Our platform provider levies a charge for the safe custody of client assets, payable directly to the platform provider.

Whatever your situation or requirements we can provide a tailored solution that is flexible enough to change with your circumstances.