Portfolio Management Services

Managing investments requires expertise and time. Our in-house investment team offers investment management services, based on our range of sustainable and traditional portfolios to help you grow your wealth, achieve financial goals, and align your investments with your values.

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Expert investment management to grow your wealth

Holden & Partners’ investment management team, comprising in-house managers and analysts, offers expert advice on portfolio management, fund selection, and asset allocation. Our quarterly Investment Committee, led by an external chair, ensures we are well positioned with global and domestic economic trends and with your financial goals in mind.

As a B Corp and signatory of the UN Principles for Responsible Investment, we are advocates for sustainable and responsible investment practices. Our wealth managers use their expertise to help you achieve long-term growth through strategic investment decisions while taking your values into account.

Our investment management service

Discretionary or advisory services
We provide two primary methods of investment management, ensuring that our services match your preferences and requirements. Through our Managed Portfolio Service (MPS) with discretionary management, our specialists make educated investment decisions on your behalf, giving a hands-free experience. If you want to stay in control, our investment management specialists will work with you on an advisory basis so that you make the final financial decisions with their professional advice.
Both alternatives offer access to our substantial market expertise, allowing you to strive towards your financial goals with confidence and clarity.
Dedicated in-house team
Our professional team of in-house investment managers and analysts provides skilled service and expertise for your portfolio. Working directly with our professionals gives you access to vital insights and techniques for maximising results. We are committed to your financial goals by constantly analysing market developments and responding as necessary. With Holden & Partners, you can be confident that your assets are expertly managed, ensuring your money is well-positioned for long-term development and stability.

What are investment management services?

Your Holden & Partners financial planner works with our investment management team to provide professional management of your portfolio, focusing on achieving your financial goals. Through strategic asset allocation, risk management, and expert advice, we build plans to help grow, protect, and diversify your wealth while aligning investments with your long-term objectives and values.

“I have been supported by Stefani when discussing investments with my lack of understanding of investing.”

Why partner with us for investment management?

At Holden & Partners, we recognise that your financial goals and investing objectives are unique, and no two clients are the same. Our investment management services are founded on trust, independence, and our commitment to your financial success.

With access to our in-house investment managers and analysts, you get expert advice on portfolio management, asset allocation, and sustainable investing. Whether you choose discretionary management or an advisory approach, we will collaborate with you to develop a strategy that represents your beliefs, risk tolerance, and long-term objectives.

Work with us to reach your financial goals with a personal touch and professional knowledge.

Benefits of investment management

Personalised financial planning
Our team collaborates with you to establish your financial objectives, investment preferences, and risk tolerance before developing a strategy suited to your specific circumstances.
In-house investment team expertise
As independent financial advisers, we operate only in your best interests, ensuring that every proposal fits your financial goals.

How do I know if investment management is right for me?

If you’re looking to grow your wealth, manage risk, or receive expert guidance on your investments, investment management services can help you achieve your financial goals more efficiently.
Can I invest sustainably with investment management?

Yes, many investment managers offer sustainable and responsible investing options that incorporate environmental, social, and governance (ESG) factors into the decision-making process to align investments with personal values.
How do investment management services align with my financial goals?

Through personalised planning, investment managers assess your financial objectives, risk tolerance, and time horizon, then create an investment strategy that aligns with your goals and adapts as your circumstances change.

Get started in three easy steps

Get in touch

Contact us by phone, email, or online form to book a free consultation. Whether you prefer an in-person meeting or a virtual chat, we’ll start by establishing your requirements and specific goals.

Chat to an expert

During the meeting, we will offer straightforward recommendations and discuss how we can help you. We’re here to answer all your questions and provide realistic ideas to help you achieve your financial objectives.

Get a fixed quote

We provide clear pricing with no hidden surprises. Once we’ve analysed your needs, we’ll deliver a clear, set quotation so you know precisely what to expect before proceeding.

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Interested in Becoming a client? Book a 30-minute video call and we'll answer all your questions.

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Request a callback

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Email us

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