Hilbert Investment Solutions launches portfolio management service
Hilbert Investment Solutions is offering income seeking investors an alternative way of generating returns by providing a portfolio management service based on structured products.
The Defensive Income Portfolio will be managed by Hilbert with the aim of providing an eight percent return paid quarterly. The portfolio is described as ‘Defensive’ because it aims to preserve capital in falling markets providing the reference indices do not fall by more than 40% within each structured product within the portfolio.
The Defensive Income Portfolio will be available in the UK and France. UK investors will invest through direct investment, ISA or SIP while French investors will invest through a life insurance policy.
Independent industry experts Future Value Consultants (FVC) will undertake research and provide ongoing quarterly reports and risk analysis for IFAs.
Hilbert founder Steve Lamarque said,
“At a time when IFAs and other wealth advisers are seeking income for clients, I’m pleased to offer a viable alternative to existing propositions in the market. We have seen increasing demand from clients in the UK for income and I am confident that we can provide good returns while allowing investors access to liquid markets and diverse opportunities through the structured product market place”.
FVC founder Tim Mortimer said,
“Structured products have a lot of benefits for investors but it is important that they are properly put together and that their characteristics are understood. I therefore believe that Hilbert are offering a great solution to this problem and that they have a team of experienced professionals available to constantly manage the investment process”.
Notes to editors
1. About Hilbert Investment Solutions
The firm was established in 2012 by former Old Mutual head of structured products Steve Lamarque to specialise in cross asset, structured solutions covering equities, rates and commodities.
Hilbert specialises in innovative, forward-looking investment solutions, often tailored to individual client needs. The team can design structures to meet a specific performance target, match a particular appetite for risk or satisfy environmental or social responsibility expectations.
Hilbert believes that delivery is just as important as structuring, with ongoing client support including high quality research which enables distributers to explain the rationale behind the tools and ideas and how they fit within investment portfolios.
In 2016, Hilbert joined the UK Structured Products Association and aligned itself to the UKSPA Code, utilising its product risk rating.
2. About Defensive Income Portfolio
The portfolio suggested investment term is up to five years and invests in leading global equity indices.
The minimum credit rating required is BBB and the minimum investment amount is £10,000.00.
Defensive Income Portfolio is administrated by James Brearley & Sons Ltd (FCA number 189219).
The investor will receive a target income payment of 2% on each quarterly payment date. Coupons distributed by notes held within the managed portfolio will be retained and will either be distributed in line with the income objective, or reinvested. The coupon payment dates are the 15th January, April, July and October.
The managed portfolio is designed to be held for a five-year rolling period. While the investment manager does offer daily opportunities for the investor to sell back the portfolio where required. If the investor decides to sell their investment, the return received will be dependent on the current market value of the managed portfolio’s investments and may therefore be less than the original investment.
The portfolio will be evaluated daily and is available as a direct investment, ISA or SIP, Hilbert will receive a management fee of up to 1% per annum to cover the investment management and administration associated with the managed portfolio.
Hilbert Investment Solutions is regulated in the UK by the Financial Conduct Authority.
For further information please contact:
Sam Shelton, Junior PR Executive.
Fortuna Asset Management Communications Ltd.
M: +44 (0) 7540336998