Coronavirus (COVID- 19) – How Fiske is responding.

In light of the considerable uncertainties that we are all facing in our daily lives due to the Coronavirus (COVID-19) we would like to reassure you that we have taken all available steps to ensure we remain operationally and financially prepared for the next few weeks and months.

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Private Clients - Discretionary Portfolio Management

We offer a Discretionary Portfolio Management service to those clients who wish to delegate decision-making on investment matters. We take full responsibility for all investment management and administration.

All decisions are made in accordance with the agreed investment strategy. However you may alter the strategy at any time.

We provide you with:

  • discretionary investment management in line with the agreed strategy
  • regular monitoring of your portfolio
  • half-yearly valuations and reports
  • an interest bearing account for un-invested cash
  • regular transfers of income to your bank (if required)
  • a Nominee and custody service
  • an annual consolidated tax voucher
  • an outline computation of capital gains
  • a contract note in respect of each transaction


Charges

We charge for Discretionary Portfolio Management by way of an annual management fee and commissions on transactions.