Octopus Portfolio Manager

 

Octopus Investments, founded in 2000, is one of the fastest growing and most successful investment companies in the UK. We pride ourselves in understanding our customers’ needs and providing solutions that they want. At Octopus we don't believe one size fits all so we encourage our clients to talk to us so that we can understand their requirements and provide them with a tailored solution.  Over the last ten years we have built a business based on providing exceptional service to advisers and their clients, in an easily accessible manner.

Octopus Portfolio Manager, our discretionary portfolio management service, delivers a diversified portfolio of investments, tailored to an investor’s individual investment goals. As such it provides investors with access to a wide range of underlying funds within a single managed portfolio structure. What’s more, the fund team behind Octopus Portfolio Manager recently won the coveted Best Multi Manager Provider title at the 2011 Moneyfacts awards.

A summary of the client benefits:

  • Delivers investment performance through a diversified, risk-rated portfolio of investments     
  • Fund management by an experienced and professional team with a successful track record     
  • Portfolio rebalancing at no additional cost     
  • Designed to be flexible and to evolve with investors as their requirements change

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Contact details:

Octopus Sales Team 0800 316 2298

 


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