The Premier Perspective
Premier designs and distributes a diverse range of investment
solutions for both retail and institutional clients, including
authorised UK mainstream and specialist funds, investment trusts,
segregated mandates and discretionary management services.
Premier's core values are independence, relevance and openness. As
a company that likes to do things its own way, we pride ourselves
on being independent thinking and approachable to both investors
and advisers alike, as well as open and forward thinking in all
that we do.
In terms of our background and experience, Premier was
established over 25 years ago in Guildford, where our headquarters
are still based. In fact, Chief Executive Mike O'Shea was there
back in 1987. There aren't many investment groups around that can
boast having key personnel still in place after 20 years. Indeed,
many of the senior team have been at Premier for 15 years or more
which makes for a very stable working environment. So, as a
company, we understand very well indeed the needs of our investors,
our business and the environment in which we operate.
Premier Private Client Portfolio Service
At the beginning of 2011, Premier introduced new innovations
regarding the construction of our Private Client Portfolios. A
choice of ten risk-rated portfolios to cater for a range of client
risk/reward profiles and outcomes were created. The portfolios are
made up of a combination of seven specialist Premier funds designed
for Private Client Portfolio use. These provide exposure to
various traditional and alternative assets favoured by the
Portfolio Management Team, from a broad range of external fund
management groups
The model-based portfolios have preserved the method by which we
manage client money, but have enhanced the structure to cater for
demand from adviser firms with clients with smaller portfolios
(minimum invest £1k through Novia), whilst providing a clear and
simple pricing structure. Unitising the DFM service significantly
increases efficiency and TCF properties, whilst at the same time
reducing costs to the investor through the removal of VAT.
For more information please click here (note need to ensure the
new link is in place: http://www.premierfunds.co.uk/Adviser/ppcp.html)
About the Portfolio
We firmly believe the Premier approach to portfolio construction
is far more efficient than holding the investments directly.
In effect - a traditional DFM service delivered in a highly
efficient fund wrapper.
- Premier's fee is derived from the annual management fee of the
underlying funds - there is no additional portfolio management
charge. As there is no portfolio management charge, there is also
no VAT to pay.
- Highly diversified portfolios providing exposure to a mix of UK
and international investment vehicles across the risk/reward
spectrum.
- Exposure to other funds managed by well-known UK investment
houses.
- Emphasis on capital preservation and risk management for lower
portfolios.
- Greater CGT efficiency as the management of the underlying
assets within the Premier funds is free of CGT.
- Invests in specialist Premier funds to maximise tax and charges
efficiently.
- Active and dynamic day to day portfolio management.
- Managed by experienced and established discretionary managers
with many years' combined knowledge and expertise.
Whatever your clients' long term financial goals, we believe
that our ten carefully constructed portfolios provide a solution to
meet the different investment objectives and risk profiles of your
clients.
Contact
For more information please contact your usual Novia Regional
Sales Manager, or speak to Lee Waite at Premier Fund Managers Ltd
on:
07825 303839 / leewaite@premierfunds.co.uk
Further Information
Premier Fund Managers Ltd
http://www.premierfunds.co.uk/
