The Fish Financial 6 stage structured investment process. An active approach to managing client investments, aligned to their attitude towards investment risk.
9. Our Fish Portfolio Management Platform enables us to apply the same investment portfolio seamlessly across all tax wrappers - maximising overall tax efficiencySample Client Portfolio
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11. We construct asset allocations for our seven model portfolios with reference to leading stochastic models
12. We ensure the asset allocation is aligned to your attitude towards investment risk
13. Our portfolios are diversified geographically across equities, fixed interest, property and commoditiesSample Client Portfolio
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15. As required, SEI seamlessly replace and appoint new mangers within your portfolio
16. We review the asset allocation for our seven portfolios on a quarterly basis, to manage risk and adapt to changing market conditions
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18. A process with the rigorous objectivity to change drifting managers
24. Our Fish Portfolio Management platform enables us to manage your entire portfolio from a single website
25. Using this system, you can access your portfolio 24x7, using a secure client loginSample Online Account View
26. IMPORTANT NOTE: This guide is for information only and is not investment advice. Please contact us to discuss your personal circumstances and needs. Town Hall Exchange Castle Street Farnham GU9 7ND T: 084 5470 7800 E: info@fishfin.co.uk Authorised and Regulated by the Financial Services Authority No. 471279