Direct Equities
Direct share investment can be a very important component of your investment portfolio. Unique offers a range of services that can help you set-up and manage a strong, blue chip share portfolio. As part of our Total Asset Management Services we review your holdings every quarter and apply dynamic rebalancing where appropriate. This is to ensure your portfolio is optimsed for maximum performance at all times.
We currently provide the following services for direct equities:
- Analysis of existing share portfolios
- Blue chip stock selection and purchase
- Share portfolio management (includes quarterly dynamic rebalancing)
