Court of Protection

By working closely with individuals who have been awarded settlements in relation to personal injury or clinical negligence, as well as clients who come under the control of the Court of Protection, we ensure they can continue with their lives without the burden of financial worry. 

Through regular communication and meetings, our aim is to foster a close relationship with the deputy, the client, and their family so that we can provide a truly personal solution to meet each client's individual needs.

We recognise how good investment management can be critical to a client's long term wellbeing. We believe that by designing bespoke investment solutions based upon a deep understanding of our client’s individual circumstance, coupled with the continuity of a long-term relationship, we can provide for a lifetime of care and support and give our clients financial peace of mind in the face of an uncertain future.

Our investment philosophy is built around prudent investment management, robust risk management, and our strong belief that solely focusing on returns will ultimately lead to taking unnecessary risks.   

Service Details

Risk Monitoringread more +

Risk control is key to portfolio construction and ongoing management of client portfolios.  Our unique and highly advanced software allows for instant daily monitoring of risk across all of our client portfolios, which negates the requirement for random periodic portfolio risk monitoring which many of our peers conduct. 

Reporting and Administrationread more +

In addition to regular meetings, you will receive periodic portfolio valuations in a format that is clear and easy to understand, as well as real-time access to the portfolio information via our secure online portal.

We have sophisticated software which enables us to provide you with comprehensive performance and portfolio information so that you can feel confident and reassured the portfolio is in safe hands.

Nominee Facilityread more +

We use a nominee company to hold our clients' assets on their behalf; it reduces costs, minimises paperwork and speeds up transactions, whilst providing rigorous safety procedures and insurance cover. 

The safety of our clients’ assets will always be of paramount importance to Bartholomew Hawkins Asset Management and subsequently we have appointed Pershing Securities Limited as our custodian to hold your cash and investments.  Founded in 1939, Pershing is a London based subsidiary of BNY Mellon (Bank of New York).  BNY Mellon currently has $29.29 trillion of assets under custody*, conducts business and transactions in markets all over the world and has consistently received ratings that are amongst the highest in the banking and financial services industry from all four major credit rating agencies.

A nominee company is a separate legal entity and its assets are not regarded as assets of BHAM, Pershing or BNY Mellon.  The nominee company is run in accordance with all Financial Conduct Authority (FCA) rules and the Financial Services Compensation Scheme (FSCS) which treats clients’ assets held in the nominee company in the same manner as stock registered in clients’ own names.

*Figure correct as of December 2016