We are committed to managing money on your behalf and our team philosophy is structured to meet a range of your investment needs.

Focused - A pure investment business:
Jupiter is renowned for its investment outperformance across many fund types and we use the same investment philosophy when managing your assets.

Personal - A dedicated investment manager: 
We provide you with an experienced and dedicated investment manager who will take the time to fully understand your objectives before constructing a portfolio aimed to meet them. All our investment managers are motivated to make a positive difference to the wealth of our clients and each have been employed for their investment expertise and approachability.

Flexible - Ongoing management:
Through regular communication you will be aware of all investments made on your behalf. Recognising that your needs will change over time we ensure that portfolios are monitored on a regular basis and adjusted to closely match your objectives. Your investment manager will be available to review and discuss your investment needs as and when you wish.

Transparent - Regular reporting:
It is important to us that you are kept informed of your investment performance through regular reports, quarterly updates and a full year-end accounting package. Our online valuation service is updated daily and you can always contact your dedicated investment manager should you have any questions or require a report outside of the reporting cycle.

The investment levels for our discretionary services are as follows:

• Private Clients and their Trust Portfolios - minimum investment £500,000.
• Self Invested Personal Pension schemes (SIPPs) - minimum investment £250,000. This service is for individuals who want their pension fund assets actively managed.

Past performance is no guide to the future. The value of an investment can fall as well as rise and may be affected by exchange rate variation.

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