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Our Services

The main aspects of our service are:

A personal investment manager - clients deal directly with the individuals managing their investments. Our managers are motivated to make a positive difference to each client's wealth, and take a great deal of care in working to achieve this.

Fund management expertise - clients can benefit from the depth of experience that exists within Jupiter's investment team, which includes fund managers who are acknowledged as the best in the industry.

Ongoing management - clients receive a high degree of personal service and support beyond the management of assets. Clients' portfolios are monitored on a continual basis and investments are closely matched to objectives. Investment managers are available for reviews to discuss whether targets are being met or circumstances have changed.

Regular reporting - clients receive regular reports, with updates issued quarterly in either paper or electronic format; however, outside of the reporting cycle, we are happy to provide valuations if required. Clients are also welcome to seek assistance from their manager at any time.

Past performance should not be seen a guide to future performance.


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Our Products