Focused
At Jupiter, we are focused on achieving the financial goals of our clients.  We currently manage assets for private clients and charities, many of whom have been valued and loyal clients for a number of years.

Understanding
Clients use our services for a variety of reasons including wealth preservation, income provision and capital appreciation amongst others.

Whilst individuals' requirements are unique, some of the key client objectives that we aim to deliver are:

• preservation of wealth over the long term and provision for future expenses
• pension investments that provide for retirement
• management of risk in line with your requirements
• investments in line with any ethical requirements

The value of an investment can fall as well as rise and you may get back less than you invested.

Investment driven
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. 

Links:
Our services 
Pensions/SIPPs
Investment process
Jupiter products
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