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PanDYNAMIC Model Funds bring a new range of innovative low-cost investments to Advisers and their clients. Four Model Portfolios employ Evercore Pan-Asset’s dynamic asset allocation process coupled with low-cost investment in carefully selected Exchange Traded Funds. This gives your clients day-by-day stewardship of their money by investment professionals concentrating on the big picture. Ascentric provides the custodian and dealing service for your clients. You as the Adviser charge an annual fee for your part of the investment process and retain full control of the client account and responsibility for the relationship. Visit the PanDynamic Microsite (UK Investment Professionals Only)
Many Pension Trustees are becoming concerned that their fund does not take regular advice on what the overall asset allocation should be and concerned that big changes can occur in markets and economies between meetings, leaving them unable to respond in a timely way. Appointing Evercore Pan-Asset as adviser to the fund can deal with these problems, so the fund is seen to be taking proper advice on asset allocation. Evercore Pan-Asset is able to work within guidelines between meetings, alert Trustees to major changes that need their consideration, or to act under delegated powers to make changes if they become necessary. Advice for Pension Trustees.
If you are an endowed charity, our broadly-based investment strategies help make the most of the greater investment freedom that the Trustee Act allows, permitting a charity a much freer hand to pursue its own distinct investment policy, as long as Trustees take advice, diversify and observe the requirement to satisfy themselves of the suitability of each of their investments.
If you are a family seeking to refresh its investment policy, our investment strategies provide a convenient gateway to the much expanded range of global investment opportunities available in markets today. The last few years have witnessed a remarkable and invigorating surge in innovation in financial markets and this has thrown up many attractive and cost effective new ways of doing things.
If you hold your pension assets through a SIPP and need investment advice over where to place the money, Evercore Pan-Asset is happy to work with your IFA to recommend an asset allocation policy and to keep it up to date in the months ahead. Holders of SIPP monies are often too busy to follow all the main markets on a regular basis and may appreciate using advice from people who specialise in doing just that.
If you have just enjoyed a substantial and perhaps unexpected windfall, our investment strategies can put the money to work. We can turn a one-off lump sum into secure long-term wealth that will generate a steadily rising income.
If you are a sportsman, entertainer or other unusually high earner, we can make the investments today that will underpin your financial security tomorrow. Our advice channels salary, bonuses, sponsorship payments and other commercial sources of income into an investment strategy designed to build wealth and support the maintenance of the accustomed lifestyle once the peak earning years have passed.
If you have recently sold a business, we can assist by proposing a strategy for the investment of the proceeds. Such a strategy will allow for any phasing in the receipt of the sale proceeds, provide against any remaining warranties and liabilities and ensure that suitable reserves are created against tax liabilities. Often the payment for the sale of a business includes an element in stock market-listed shares in the acquiring company, usually with short-term restrictions as to how soon they can be sold. Our investment strategy will plan for the eventual reduction of such a shareholding in an orderly way.
