Investment management services from Plutus

Investment management services from Plutus

Whether you are a seasoned or new investor, having an experienced investment management firm by your side will pay dividends. At Plutus we help you grow your wealth by taking an individual approach. Offering model portfolios as well as developing discretionary solutions, our goal is to find the right option for you.
Whichever option you choose, we will be actively managing it. We work to make the most of market changes while protecting your investment as far as possible. We do this through our Plutus Investment Committee. The committee regularly screens investment options and keeps abreast of market fluctuations on a daily basis. Frequent liaison with fund managers ensures we stay informed and are ready to adapt quickly.
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We have been successfully managing our clients’ investments since we launched Plutus.

We do this through:
Understanding your risk profile
Knowing your attitude to risk is important. It is the first step in understanding what your goals are and how cautious or adventurous you want to be.
Market due diligence
All the funds that we work with go through our exhaustive due diligence process before we include them in our model portfolios. For discretionary solutions, this can include specific fund managers as well.
Diversified portfolios
Our model portfolios and discretionary solutions are well diversified within each risk profile to manage risk and yield the expected returns.
Regular reviews
We regularly review your investments to ensure they are still performing well and are on track to meet your goals. The Plutus Investment Committee also stays up to date with market changes. This way we can act quickly to make the most of growth in the market or to safeguard your investments during a downturn.
Find out more about how our investment management services can help you grow your finances. Arrange a consultation with one of our investment managers.
Meet the team

What we do

Complete financial planning solutions from Plutus

Investment management is only one of our services. At Plutus we work to protect and grow your money by also offering:

Retirement
Planning Advice

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Investment
Management

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Savings and
Investment Advice

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Tax Planning
Advice

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Estate Planning
Advice

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Mortgage
Advice

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Georgina and the Plutus Wealth Management Team were recommended to me by a close friend. I met with Georgina who listened to the details of my financial situation and future plans. She thoroughly explained the short-term, medium-term and long-term financial planning options available to me. Georgina took the time to research my additional queries, without exception she came back to me quickly and always guided me through the paperwork. Georgina’s honest, professional, committed, enthusiastic and down to earth approach has completely changed my view of receiving financial advice, in fact now I am rather enthused by the whole topic and look forward to meetings and of course building my finances for the future!
Rose McCarter-Field