Investment Portfolio Management

Through our carefully measured, committee-led approach to investments we are able to provide advice on holdings of any size, creating and managing a unique, intricate and tailor-made portfolio with your total discretion at every stage.

Our approach to Investment Portfolio Management is an agnostic one. We do not presume that active or passive fund management is the better option nor do we believe that modern portfolio theory or traditional discretionary fund management is a preferable option to the other.

Instead our approach is governed by three fundamental building blocks: client behaviour; balancing your objectives to your attitude to risk; and finding the right investment solution to match it. We act without bias and with the aim to always provide the best value for money.

Each fund selection is made only after a rigorous peer review process from our third party consultancy firm and our internal investment committee, TPOIC. This methodology means that each decision is justified both from a qualitative and quantitative perspective.

Our skill in this sector is often used to augment our offerings in Personal Financial Planning and Cashflow Forecasting.

The value of your investments can go down as well as up, so you could get back less than you invested.

Our People

No 2 The Bourse Leeds LS1 5DE
T: 0333 323 9060
F: 0113 245 3663

The information contained within this website is based on the UK regulatory regime, and is therefore restricted to consumers based in the UK. The content is provided for general information only, is not intended to constitute advice, and should not be relied upon when making financial decisions at the expense of obtaining professional advice. Whilst we make every effort to ensure the accuracy of the material provided, we cannot guarantee that it is comprehensive or up to date at all times.

The Private Office is a trading name of The Partners of The Private Office Limited Liability Partnership, authorised and regulated by the Financial Conduct Authority. Our Financial Services Registration Number is 602193 which may be checked on the Financial Services Register by visiting
The Financial Conduct Authority does not regulate Trusts, Tax Advice or Wills.
Registered Office: No 2 The Bourse, Leeds, LS1 5DE. Registered in England and Wales No. OC334113.

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  • Authorised and regulated by the Financial Conduct Authority