Savoy - Asset Management

 
OUR SERVICE:

Savoy specialises in providing a truly independent and bespoke Portfolio Investment Management and Stockbroking service.

This service is deployed across a comprehensive spread of both UK and international investments and asset classes, tailored to meet each client’s specific goals and aspirations.

Savoy’s services are provided to a broad range of investors and our business has been built on developing our long-standing relationships with private clients, their families, trusts and charities.

Each client benefits from having their own Investment Manager, working as part of a team.  The core of each team includes Investment Managers with extensive market knowledge and recruitment is focused on drawing experienced managers from other firms.  Their knowledge of their client’s particular circumstances plays an important part in both the asset allocation and selection of individual investments within their portfolio.

Tax efficiency is an important aspect of any investment process, not only to minimise exposure to Capital Gains Tax, but also to give access to tax efficient investment wrappers such as SIPPs and ISAs.  Our IHT service provides access to AIM portfolios, designed to mitigate exposure to Inheritance Tax.

Savoy understands that professional investment management requires the support of efficient administration, which is why our Investment Managers are assisted by a highly experienced support team.