Our approach to investment is to provide what our clients feel comfortable with, not just what we think is best. We believe the sleep easy test is the one that counts. We can offer clear advice on the balance between risk and returns.

At Antrams Financial Services, we work using efficient portfolio theory to build investment models that suit the needs and objectives of our clients, and provide at least one review a year as part of our standard service.

Whatever your investment needs we will construct a portfolio which makes full use of tax efficient vehicles to ensure you and your family receive the full benefit of your returns.

Trust Investment
Our approach to trustee investments makes maximum use of investment platform technology to drive down cost and produce efficient portfolio management.

The Antram’s package uses discounted management fees to provide trustees with access to over a 1000 actively managed OEICs and UCITs together with tracker funds in all of the major markets. The combination produces low cost portfolios tailored to the individual needs of the trustees.

Where appropriate our investment team call on our in house qualified trust accountant to ensure the most tax efficient solution is being offered. With trusts potentially attracting 40% income and capital gains tax on most investments and recent budget changes that can give rise to further charges, this is an important part of our trustee service.

As well as investing for the life of the trust we pay particular attention to options on wind up.