Private Clients

When seeking financial advice or the management of your wealth, trust is of the upmost importance.
It is vital that your professional advisors fully understand your unique requirements, goals and aspirations and deliver a bespoke investment portfolio, suitably designed to meet those requirements.

At Bartholomew Hawkins Asset Management we build trust from the start. Our Investment Managers work hard to identify exactly what you want to achieve, looking at what assets you have and more importantly your appetite for risk. We consider and monitor every option, balancing potential risks with potential returns, whilst keeping you informed every step of the way.

Our primary responsibilities as Investment Managers are your best interests; we understand that safeguarding, preserving and growing your wealth is of highest importance. Identifying, monitoring and managing risk within client portfolios is fundamental to our investment process. 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 client portfolios, which negates the requirement for random infrequent portfolio reviews which many of our peers conduct.

Individual Savings Account (ISA)read more +

ISAs offer a tax-efficient way to hold your investments and are an important feature of many personal investment portfolios. By ‘ring-fencing’ investments within an ISA wrapper you can substantially reduce the tax burden created by income and profit on investments.

Your Investment Manager will ensure that your ISA portfolio complements your other investments and can manage those funds in line with a single strategy.  This ensures you are making the best use of your annual ISA allowance and that your overall investment portfolio is managed in the most tax efficient way possible. 

Transferring or consolidating ISAs

Transferring or consolidating your existing ISA/s is straightforward. You can transfer all, or part of any existing ISA held with a different provider. This can reduce cost and paperwork, and allows your investments to be managed consistently in-line with your risk requirements and investment objectives. 

Reporting and Administrationread more +

In addition to regular meetings, you will receive periodic valuations of your investments in a format that is clear and easy to understand.  You will also have real-time access to portfolio information via our secure online client portal. This allows you to check the status of your investments at any time and from anywhere.

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

All clients receive a comprehensive end-of-year tax schedule which includes a composite tax certificate for UK and overseas income, a schedule of transactions for the year and UK capital gains tax calculations.

Financial Planningread more +

It is often prudent to pursue broader Financial Planning advice when seeking management of your investment portfolio. This ensures your investments complement any other assets you may have and your affairs are all being managed in the most tax efficient way possible

We are able to access expert financial planning advice, including tax planning and pension advice directly through our sister company Bartholomew Hawkins Chartered Financial Planners.  When discussing your portfolio’s investment objectives and for the management of the portfolio, your experienced Investment Manager can highlight any areas where they feel you could benefit from further assistance.

The links below will direct you away from this website to our sister company, Bartholomew Hawkins Chartered Financial Planners.

Pensions Planning    |    Retirement Planning    |    Estate Planning

Chargesread more +

We are committed to a simple and transparent fee structure which allows you to understand exactly how much you will pay for our investment management services. Any consultation meetings are always at our expense so you can be comfortable in knowing that it will cost you nothing to see if our services are right for you.

Our fees follow simple underlying philosophy:

To be clear and simple at all times – our fee structure is uncomplicated and easy to quantify.

To offer value for money – because we don’t have shareholders or profit targets, it allows us to provide you with competitive fees when compared to our peers.

To be impartial and independent of any provider, product or service - We will always choose the right product for your circumstances and will not receive any hidden commissions or incentives which could have a bearing on that decision

Custody of your Investmentsread 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 Bartholomew Hawkins Asset Management, Pershing or BNY Mellon. The nominee company is run in accordance with all Financial Conduct Authority rules and the Financial Services Compensation Scheme (FSCS) 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