What to expect from Jupiter Private Clients & Charities

	What to expect


Approachable Once you have contacted Melanie Wotherspoon, Director - Private Client & Charity Business Development, you can expect to be taken through the following steps: 1. You will be introduced to a dedicated investment manager to discuss your objectives and attitude to risk and you will be asked to complete and sign a detailed private client profile. 2. We will then develop a comprehensive proposal containing the services being offered as part of our discretionary investment management service. 3. Before the strategy is finalised, and portfolio construction can begin, you will receive an investment management agreement to complete and sign. Once we receive this, your investment manager can begin constructing your bespoke portfolio. 4. If you are transferring from an existing private client investment manager, we will draft a letter for you to sign and send to them after which we handle all the transfer process for you. 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. Please contact Melanie Wotherspoon: Jupiter Asset Management Limited 1 Grosvenor Place London SW1X 7JJ Telephone : 0207 314 5574 Email: mwotherspoon@jupiter-group.co.uk Links: Back to About us

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Jupiter Investment Management Group Limited (JIMG), Jupiter Asset Management Limited (JAM) and Jupiter Unit Trust Managers Limited (JUTM) are all registered in England and Wales (nos 792030, 2036243 and 2009040). The registered address of JIMG, JAM and JUTM is 1 Grosvenor Place, London, SW1X 7JJ. JUTM and JAM are authorised and regulated by the Financial Services Authority, whose address is 25 The North Colonnade, Canary Wharf, London E14 5HS, under the references 122488 (JUTM) and 141274 (JAM). See www.fsa.gov.uk/register for more details. For company contact details click the link at the top of the page. Full legal information can be viewed by clicking the link above.