High Service Levels

The services associated with investing in PIER Portfolios are similar to those of a stockbroker or wealth manager but at a fraction of the cost.

They include:

  • Fund selection based on clearly defined criteria to include: geographic mix, cost, size of fund, turnover, exposure to stock lending and tracking error 
  • Rebalancing every quarter to ensure your portfolio remains at your specified risk level 
  • Six-monthly investment committee reviews of the underlying funds to ensure they continue to meet selection criteria and are appropriate for market conditions 
  • Six-monthly reports including a commentary on Portfolio Performance and Market Conditions, and also Individual Portfolio Summaries and Valuations 
  • Easy transfers into ISAs to build up tax free funds 
  • Other benefits including regular withdrawals and annual tax information covering both income tax and capital gains tax reporting.

This website or its third-party tools use cookies, which are necessary to its functioning and required to achieve the purposes illustrated in the cookie policy. If you want to know more or withdraw your consent to all or some of the cookies, please refer to the Cookie Policy