Senior partners Andrew Brace and Alan Belcher thought it time for a unique wealth and tax management company independent of any third party financial entity, regulated in Portugal by the ISP and in the UK by the FCA, with fresh ideas and initiatives to be formed with the speciality of PROACTIVE investment management and personal service.
We realise that each client is not the same, and as such we design bespoke and individually structured financial solutions to ensure that every client attains the optimum of financial due care and attention.
Our services cover UK pensions, QROPS & QNUPS, Investment Portfolios, Trust and Private Banking. We also provide advice on taxation matters including Capital Gains Taxation, UK inheritance tax and Irish Capital Acquisition tax.
Our primary emphasis for your financial affairs is tax mitigation with the secondary emphasis being the preservation of your capital wealth value.
At Private Fund management, we monitor your investment portfolio assets daily and undertake to report to you each month. This daily action can make a difference over time to a clients return by up to 20% over 5 years, based on actual historical performance. We call our monthly monitoring approach InvestClever, which as mentioned is a proactive investment management scheme backed by sophisticated computer software and systems. The investment management philosophy can be enacted for your Trusts, UK Pensions, International Pensions, and your investment portfolios, whether onshore or offshore, we believe that our proactive investment approach is financially advantageous. Whereas the traditional reactive approach adopted by many can be financially detrimental.
Come and have a chat at our offices in Almancil, we are sure you will like us, our approach and our coffee. Real people bringing real returns and advice discreetly to the community.
Private Fund Management
Av, Jose Dos Santos Farias, loja 1,
8135-167, Almancil, Portugal. Tel +351 289 392 484. info@privatefund.management
www.privatefund.management
Private Fund Management is an appointed representative of Abana, authorised and regulated in Portugal by the Instituto de Seguros de Portugal (“ISP”) with registration number 412378472 and is authorised in the United Kingdom by the Financial Conduct Authority (“FCA”) number 59706