Wealth Management

Kensington UCITS ICAV’s wealth management team offers our clients a full-service wealth management service. Our portfolio managers believe that by offering our clients a fully comprehensive range of services in a single package, the partnership between you and your financial advisor will be built on a solid foundation for the conduct of future business and any future opportunities. Your Kensington UCITS ICAV advisor will work closely with you to get to know your financial needs and requirements and determine the best approach and investment plan that will reach your goals.

Our team of experienced financial professionals will be with you to inform and assist you with all decisions regarding your current and future trading positions. With so many investment opportunities available in the markets, it can be difficult to identify the investments that are best suited to your portfolio. Kensington UCITS ICAV is proud to be able to eliminate all unsuitable investments and present our clients with a shortlist of the best options that are tailored to them. When you work with one of our financial advisors, your portfolio is regularly checked and reviewed. This makes sure that your portfolio stays on track to help you reach your goals.

When working with one of our team members, you will always be in control. We believe that when you have all the information and the research at your fingertips, you have all the tools you need to make a decision. However, we do understand that not everyone has the time to sit down and read through research all day, which is why we also offer fully managed portfolios where you can just relax and allow your portfolio manager to do the work for you.