At Veritas we are committed to providing clients with the best of our investment thinking. We believe that this can be achieved through either pooled or segregated portfolios, sometimes combining both. Our fund managers are able to draw on the best that we have to offer The Atlas Service is designed to provide a cornerstone for private clients seeking global investment management. It is also designed to cater for other assets the client may own and wish to be administered but not actively managed in a discretionary mandate.
Specifically, the Atlas Service offers:
- A discretionary portfolio management service for those whose investable assets are in excess of £1 million and may include SIPPs, QROPs and ISAs.
- Custody and administration services provided by Adam & Co, a wholly owned subsidiary of the Royal Bank of Scotland
- The ability to hold other assets with the portfolio for administration and reporting purposes
- One Capital Gains Tax schedule for all assets held
- An annual tax package
- Use of Royal Bank of Scotland’s Global Treasury Funds for excess cash balances
- An annual review meeting at our offices with your fund manager
- A competitive fee structure
For more information on our private client services please contact us >>