Asset Management

We provide you with a hands-on, fully monitored Investment Management service tailored to your specific needs. Our in-house portfolio managers will make all investment decisions for you, using a disciplined investment strategy with a long-term, flexible outlook. When coupled with our Personal Taxation Service, you get “end to end” service at its best.

COVID Update January 2022

 

As we are all aware, the governments Plan B restrictions have been lifted, including the “work from home if possible” rule. We are therefore pleased to confirm that all Leodis personnel returned to the office on 31st January. Whilst the team have coped enviably with the ever-changing situation over the last two years, it is refreshing (and more productive) to be back together again.

The Leodis team recognise that the Covid pandemic has affected clients in different ways, and we have adapted our business to offer our services virtually. However, we want to reassure clients that we remain a relationship focussed business and we aim to continue interacting with clients face to face, where they are comfortable with this.

Lets hope that 2022 is a new beginning and a prosperous year for all!

 

Simon Cocking

 

Please click the below links to view our previous Covid-19 updates.

How Our Team Will Help You

In an ever-changing investment environment, you need a steady and experienced hand to guide you towards success. Our Asset Management service offers you a disciplined active approach with our discretionary in-house portfolio…

Find Out More About The Asset Management Team

What Do We Offer?

Discretionary Management

We will discuss your specific objectives as well as both your attitude to risk and your capacity to tolerate that risk to create a portfolio that fulfils your individual requirements. You then leave the responsibility for the day-to-day management of your portfolio at our discretion. We will provide you with regular performance progress reports to keep you informed and reassured. Your trust in our dedicated and experienced investment team is rewarded with a first-class asset management service that has your best interests at its very heart.

Personal Tax Service

Your tax no longer needs to be taxing. We will assist you with all your personal tax affairs including your annual tax return. Our in-house specialist completes and submits your annual tax return for you and reviews your investments regularly with your portfolio manager to ensure maximum tax efficiency. By leaving your tax and investment affairs in our capable hands, you can be sure that they are managed in the most tax-efficient manner.

Our Client Portal

Our client portal is your secure electronic gateway to an online space where you can view both up to date valuations, historical data and information relating to your account. You will find this to be a safe and convenient sharing mechanism between us that is accessible 24/7.

Useful Articles and News

Investor Update 7th April 2022

At the turn of the year, we forecast a period of heightened uncertainty and deliberated on whether the market optimism was justified. Then of course, the Ukraine war was not on the agenda and our thoughts rightly remain with those caught up in the dreadful conflict.

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Investor Update 3rd March 2022

The human tragedy unfolding in Ukraine is fast-moving and uppermost in everyone’s minds and our thoughts go out to the brave people who are directly or indirectly caught up in the fighting.

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Investor Update 14th January 2022

2021 was the year when economies and markets began the period of ‘living with covid’. Like much to do with the pandemic, this has come about very quickly – even if it does not always feel like it.

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