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Investment Management Services

Invest Wisely. Grow Your Wealth The Smart Way

Unlock the full potential of your wealth with AHR Group’s expert investment management services. Our experienced investment team provides managed and bespoke solutions tailored to your unique goals and risk tolerance.

Benefit from our smart investing approach to achieve consistent and sustainable financial growth.

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Why AHR Group?

Expertly Managed and Bespoke Investment Services

Our investment management services offer two options: managed and bespoke investment portfolios.

The managed investment portfolio provides five different models with varying risk levels in three major currencies (GBP, USD, and EUR).

If you prefer a more personalised approach, our bespoke investment portfolio will consider your financial goals and risk tolerance to create a portfolio that aligns perfectly with your needs.

For example, you can exclude certain investments that don’t align with your ethical concerns, target a specific return, or focus on particular industries or sectors that interest you.

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Global Investment Opportunities

Our international focus provides access to diverse products from both developed and emerging markets and industries for managed and bespoke investments.

You can also leverage a multi-currency investment approach to enhance growth potential while mitigating risk.

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Performance Monitoring and Risk Management

Our proactive approach to risk management and monitoring market conditions ensures your portfolio stays on track. We provide monthly performance reports, offering detailed insights into your portfolio’s progress, performance, and overall health.

Our investment committee focuses on selecting the best-in-class managers for the active portion of the portfolios, ensuring a well-rounded mix of management styles, strategies, and asset classes.

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Transparent Fees

We believe in complete transparency regarding our fees for both services, including the management fee for the managed investment portfolio and the bespoke service. We clearly outline our fees upfront and explain what each fee covers.

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Our Investment Management Services

Managed Investment Portfolio

Five varying risk-rated model portfolios in three major currencies.

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Bespoke Investment Portfolio

Personalised to your financial goals, risk tolerance, and preferences.

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Discover Your Ideal Investment Plan

Elevate your wealth with the perfect investment plan designed to suit your unique financial objectives.

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Self Investment Managed Investment Portfolio Bespoke Investment Portfolio
Ongoing Investment Portfolio Analysis
Access to Qualified Investment Professionals
Access to a Broader Investment Universe, Including Institutional Access
Risk Managed Analysis
Quarterly Investment Reviews
Performance Reporting
Five Risk-Rated Portfolios, Tailored to Your Investment Goals
Customised to Accommodate Investment Preferences
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AHR Group Model Portfolio Factsheets

Download our latest managed investment service, five risk-rated model portfolio factsheets.

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Portfolio EUR USD GBP
Defensive MPS Defensive Factsheet Q3 2023
Cautious MPS Cautious Factsheet Q3 2023
Balanced MPS Balanced Factsheet Q3 2023
Growth MPS Growth Factsheet Q3 2023
Speculator MPS Speculator Factsheet Q3 2023
View our Managed Investment Portfolio Service

What’s Happening in the Market?

Stay ahead of the game with our weekly and quarterly market updates. Our expert brokers provide in-depth analysis of the latest market trends and movements, giving you the information you need to make informed investment decisions.

Financial Market Updates

Read the latest financial market update from our investment team.

Quarterly Market Report

Download the latest quarterly market report.

Financial Resources

Our Financial Resources help you to make informed decisions for your financial, tax and estate planning goals. Start learning today.

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Investment Management FAQs

Investment management is a service that handles your financial assets and other investments by experienced portfolio managers.

Investment management services will aim to optimise the performance of your investments and reduce risk based on your objectives and risk tolerance.

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Managed investment portfolios consist of pre-determined investments that professional portfolio managers manage on your behalf. These portfolios are designed to offer a range of risk levels to suit your investment goals and risk appetite and are typically available in different currencies.

Bespoke investment portfolios, on the other hand, are customised to align with your specific investment goals, risk tolerance, and preferences. For example, you can exclude certain investments, target specific returns, or focus on particular industries or sectors.

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We analyse your investment goals, risk tolerance, and investing preferences to identify the most suitable investments for your portfolio.

Our investment team will then consider a multitude of investment options, such as stocks, bonds, and funds, based on their historical performance, risk factors, and growth potential to ensure your bespoke investment portfolio meets your needs.

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We use several performance metrics to evaluate your investment portfolio, including return on investment, volatility, and market correlation.

We provide regular updates on your portfolio’s performance. You can access your portfolio’s performance metrics anytime through our secure online platform.

The frequency of updates depends on your preferences, but we typically provide quarterly or annual performance reports.

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