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Skyscrapers and Sky

Your Investment Strategy

ELEVATE

We're excited to share with you the exciting news of our partnership with LGT Wealth Management. This is a key opportunity for you to switch from advisory fund management to discretionary fund management, and potentially benefit from improved investment returns.

With LGT, we can improve our service by delivering a Discretionary Fund management model. A Discretionary Fund Manager or 'DFM' exercises their professional discretion to buy and sell investments on your behalf.  

Watch to Learn More

Watch as Reeves Investment Director, Rachael Simm, discusses how discretionary fund management could benefit your investment strategy. 

ACTION REQUIRED

We believe that switching to LGT will benefit our clients as we are insourcing their resources and specialist team capability. LGT will provide more detailed research and we will use this to make changes to your portfolios.

 

If you would like to proceed with switching to LGT, please click the button below. Alternatively, to further discuss the partnership with us please book a call.

Please note, if you do proceed with the switch, this is not a time sensitive investment change and instead a management change, you will not see this reflected on your account immediately.

You will remain in the same portfolio, but the next time we want to make a change, you will not have to respond to a consent email.

Important information


The value of your investment and any income from it could fall or rise, and you may not get back the full amount you invest.


Past performance is not a reliable indicator of future results. We always recommend you talk to a qualified financial adviser before making any investment decisions.  

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