Our Process
A simple, structured approach to investing
Step 1: Initial consultation
We begin by working closely with you to understand your financial goals and objectives, your investment time horizon, your attitude to risk, and any income requirements or specific preferences (including responsible investing).
Step 2: Portfolio design
Based on your requirements, we design a portfolio tailored specifically to you. This includes selecting an appropriate investment strategy, structuring your portfolio for growth, income, or a blend of both, incorporating tax-efficient solutions where appropriate, and aligning investments with your personal preferences and values.
Step 3: Opening your account
Once you're happy to proceed, we'll open your managed investment account. Your account is established in your name, assets are held securely within our custody framework, and we take care of the administration and implementation. Your eligible investments are protected by the Financial Services Compensation Scheme (FSCS) up to £120,000 per account.
Step 4: Funding your portfolio
You can fund your account via lump sum investments, phased investments to manage market timing, or transfers from existing portfolios or platforms.
Step 5: Ongoing management
Once your portfolio is in place, we actively manage it on your behalf. This includes continuous monitoring of performance and risk, making adjustments in response to market conditions, rebalancing the portfolio when appropriate, and managing income payments where required.
Step 6: Reporting and access
You'll have complete transparency over your investments through a secure online portal with 24/7 access, real-time portfolio valuations and holdings, regular performance reports and updates, and quarterly valuations and tax documentation.
Step 7: Ongoing support
You'll have direct access to your investment manager and support team for portfolio reviews, adjustments based on life changes or new objectives, and ongoing guidance and insight. As your circumstances evolve, your portfolio evolves with you. Start your investment journey with confidence.
Start your investment journey
Our team is ready to guide you through each step.
Professional Investors Only
This information regarding Our Process is for professional investors only. Past performance is not a guarantee of future results. Stonepeak Partners is authorised and regulated by the FCA. Client funds protected under the FSCS up to £120,000.