Having become a strategic partner of UBS we have undertaken due diligence into their investment process which has impressed us.
We have negotiated terms with UBS on a special Strategic Partner class of their two main discretionary managed accounts (to be referred to as the “UBS SP accounts”) at an underlying internal fund charge of only 0.75 per cent per annum which is an extremely competitive rate. In essence, you can receive the benefits of the discretionary portfolio service from one of the largest private banks in the world through us. We believe this is a fantastic offering.
For this access to such a Blue Chip product suite, Midas would charge you the lowest of these rates, being 0.25 per cent as well as supervising and monitoring your account.
In essence, you will receive the services of a global, Blue Chip private bank managing your portfolio at a materially lower cost, without requiring the minimum deposit of funds.
In this respect we utilise some of the UBS portfolios to provide our model portfolios as follows:
Higher Risk Growth Portfolio – the UBS Resolution Global Growth Fund;
Medium Risk Portfolio – the UBS Resolution UK Income Focus Fund; and
Lower Risk Portfolio – the UBS Resolution Global Fixed Income Fund.
We also provide a wide choice of tailored or generic benchmarks from UBS too.
Our investment track record is complemented by service standards and professional relationships that we believe to be amongst the best in the industry. We are a restricted advisor not a whole of market adviser.
Please call Simon Reeks on 0161 242 2891 should you require further information on any of these services.