Where can I find someone to manage my investments who doesn't mind how much I have to invest?
Octopus believes that great investment management should be available to anyone with any sum to invest. It has always been our aim to enable our clients to get the best available returns for their investments, whether that is around their overall investment needs or their personal tax circumstances. That is why we have designed Octopus Portfolio Manager; a wealth management service offering clients a comprehensive range of investment portfolios, run by our highly regarded Multi Manager team.
Investing through a multi manager approach provides access to some of the leading funds and their investment managers in the market, with an expert team to select, blend and buy or sell those funds for you. It means you achieve a great spread of investment - diversification - without having to worry about the day-to-day management of your portfolio.
Octopus Portfolio Manager takes this approach a step further. Working with your adviser, Octopus blends a number of our multi manager funds to match your personal risk profile or your available investment time horizon. The funds we use are from across the world and include all the major asset classes, so that you know you have exposure to the right markets at the right time, whenever or wherever they might be.
Octopus Portfolio Manager can be invested via an investment account, an ISA and through a SIPP. This means that you can have one solution that is tailored to your risk profile, across all the different holding structures, to allow you to maximise your post tax return.
To give you peace of mind regarding costs, the fees and charges are clean, clear and concise - you get great value for money whilst knowing what charges you have and where your fees are going. For example, there are no portfolio dealing and transaction fees, and the annual management charge starts from £125. This means that all of your investments can be managed well, no matter how much is being invested.