There are three different types of portfolio management accounts available to Tokai National Partners clients: advisory management, discretionary management and execution only.
If you are looking to keep control over your assets and the decision-making process, while still receiving expert advice and support from Tokai National Partners, then we recommend our Advisory Management solution.
You retain complete control over all your investments decisions, but those decisions are informed by your wealth manager and all of our supporting investment professionals, including traders, analysts, and legal experts. You decide on your investments, but you can do so with the expert advice and recommendations that you know you can trust.
If you feel that you do not have the time, or the requisite knowledge, to properly and efficiently manage your wealth, then you can delegate that responsibility to Tokai National Partners.
As a part of this process, we gain an in-depth understanding of what your short and long-term objectives are, how much risk you are comfortable with and any other constraints you wish to place (such as not investing in tobacco companies for instance). Your Tokai National Partners wealth manager will then devise an investment strategy, asset allocation mix and will select the appropriate securities to meet those requirements.
Naturally, as a part of this process, you will be regularly updated by your wealth manager on your portfolio’s composition and performance.
If you wish to have a completely autonomous asset management solution then you can opt for our execution only service. You will be able to benefit from Tokai National Partner’s execution platforms and trading expertise. You will still have access to Tokai National Partners research and analysis, however, you will not receive recommendations based on your goals and risk appetite.