Bespoke Portfolio
Management
Hand tailored wealth management, just for you
Managed Advisory Investment Services
Our in-house investment team are able to manage our clients portfolios on a bespoke and highly personalised Managed Advisory basis, including:
- General Investment Accounts
- ISAs
- SIPPs
- Private Family Fund Structures
Discretionary Management Investment Services
Whilst we as a firm have not sought, and therefore do not have discretionary permissions to offer in-house discretionary investment management services, we are able to independently recommend a choice of out-sourced top city institutions Discretionary Management Services for clients who prefer to have their portfolios managed without the need for them to be consulted prior to changes being made within their portfolio(s).
We are able to match the firm we feel most appropriately matches our clients service requirements and investment objectives of a discretionary investment manager, and we will provide ongoing intermediated services between our clients and the appointed discretionary management firm in terms of performance reporting and attending meetings with them and our clients as required.
24 hour online account access.
Get in touch to discover why our advisory service is
right for you.
Email us at
enquiries@mining30minute.com
or call on
020719 32912
Tax Efficient Investments
We undertake high level asset allocation between equities, debt instruments, cash and money markets, property portfolios, commodities and alternative investments.
We can apply our portfolio management services to General Investment Accounts (ie: portfolios not held within a tax sheltering wrapper), ISA portfolios, family fund structures, SIPPs, SSASs, Offshore Bonds and private OEIC sub-funds.
Above Benchmark Performance
We consistently produce results above industry benchmarks.
“BACA” – for company funds, charity funds, pension funds, trust settlements and private portfolios that need to be managed very conservatively with personalised targeted returns net of fees, along with capital preservation being the overriding objectives – we are pleased to be able to put together a bespoke Antracite Investment Limited low risk “Bespoke Alternative to Cash Accounts” – typically benchmarked against the Bank of England Base Rate + 2%.
We have a consistent and successful track record of protecting capital and providing real returns after inflation (although past performance is not necessarily a guide to future performance).
Ask our financial advisors today about our proprietary low risk Bespoke Alternative to Cash Accounts (“BACAs”) as a potential alternative to some of your cash holdings that may be earning less interest than the annual rate of inflation – and causing your capital to be diminishing in value on an annual basis in real terms. We can tailor the portfolio to your individual specific risk requirements & return objectives.
Book an AppointmentSecurity and peace of mind
All client monies are held and managed via a secure, ring-fenced nominee account via the Antracite Investment Limited custody and trading platform – full details of which are provided via the links in our “Downloads” section. This means that our clients money is absolutely safe in terms of being completely ring-fenced from this company’s or any third party company’s balance sheet, providing our client’s with total security.
Our clients have access 24 hours per day, 7 days per week to their portfolios (updated daily) via our online valuation system, and each client also receives an annual Consolidated Tax Voucher to give to their tax adviser.
Client Testimonials
“I first learned about Antracite Investment 6 years
ago when I was introduced to them by a very good
friend.
Since then they has provided me with very sound, and
very timely financial and investment advice through
Antracite Investment Limited. Their team handle my
matters so efficiently – guiding me through each
step of the process.
I have no hesitation in recommending Antracite Investment Limited for financial and investment advice.
With my very best wishes,
“A diligent, conscientious and bespoke service,
catering for all of my investment, tax planning and
personal needs.
I wouldn’t think twice about
recommending Antracite Investment Limited to
anyone.”
“We have used Antracite Investment services for over 10 years with various financial institutions and have always appreciated his hard work and expertise regarding our investments.
“We transferred our portfolio to Antracite Investment Limited in 2014 from one of the larger investment houses in London due to dissatisfaction with the service and performance results.
“If any person who reads this is thinking of appointing Antracite Investment Limited as their investment and financial advisers, please do not hesitate as I am sure you will be very satisfied with their advice and the highly personalised service that Antracite Investment Limited provides to its clients.”
“Antracite Investment Limited now manage my
investments and financial affairs in a much
simplified yet more personalised manner, with
regular quarterly meetings to update me as to
performance and progress…
Their team is always
available to discuss matters and I would highly
recommend his services.”
“We have continued to work (since 2014) with Antracite Intestment not only for their advice and understanding of our needs, but for their practical knowledge and right up to date understanding of what is happening around the world markets. Their work for us provides more than enough evidence of dedication to their work and to their clients.
“Antracite Investment has managed my savings and investments for over 7 years now and I consider myself very fortunate to have met them all those years ago. They are extremely knowledgeable, have excellent judgement in handling investments, are reliable and very conscientious and hard-working. They have proved to be a very safe pair of hands in handling my investments and I can recommend their services very highly.”
“Antracite Investment has been my wealth manager and
financial planner since 2014. Their performance with
my investments has been consistently productive,
balancing steady growth with safety during turbulent
markets. I feel that my hard-earned savings are safe
and growing steadily under their very competent
stewardship.
Their team’s personal service and
attention to detail is second to none.
Antracite Investment Limited’s fees are transparent and competitive.
I have no hesitation in recommending Antracite Investment expertise in personal investment management and wealth planning.”
I have worked with Antracite for over 8 years.
Antracite Investment Limited provides me with
unbiased investment advice which, in my opinion, is
essential for allowing me to make focussed
investment decisions.
I have absolutely no qualms about recommending
anyone that’s requests investment advice to
Antracite Investment Limited.
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