It's all in the execution
An increasing number of investors seek to take investment
decisions themselves rather than rely solely upon advisers. The
explosion of the internet has meant there is an abundance of
information available to refer to when making investment decisions,
and this new found source of independence has led to more people
taking investment matters into their own hands. Investors who
choose this 'execution only' route simply use a stockbroker to buy
and sell shares on their behalf. They always issue the instructions
and seek no advice on what to include in their portfolio, or when
to buy and sell.
At Fairbairn Private Bank, we provide investment dealing and
execution only stockbroking services through our Focus account.
This enables you to retain complete control over your wealth and
gives you the freedom to manage your own investments.
Most importantly, you can keep up-to-date at any time by viewing
your transactions and portfolios online. We can buy and sell stocks
and shares traded on any of the major international markets on an
execution only basis, subject to funds being available in your
account.
To sell stocks and shares for you, we must hold them in our
custody and nominee service, which is an integral feature of our
investment dealing package. This offers considerable administrative
benefits and means your stocks or shares are held in our nominee
name, although you are still the ultimate owner. Offering a full
range of custodian services, security of assets is assured through
our nominee registration facility.
An advantage of using the execution only service through our
Focus account is you will automatically receive a comprehensive and
integrated report each month, detailing your entire net worth held
with us. The report also shows details of any purchases, sales and
corporate actions, and any resultant profit or loss arising from
sales. By combining these services in one seamless package, we can
reduce a considerable part of the administrative burden of managing
your own portfolio of investments.
Our execution only service is of most benefit to investors who
have the time and the interest to research the markets carefully,
and the self-confidence to know exactly what they want to do.
However, we are happy to offer our execution only and discretionary
services simultaneously to suit each client's specific
requirements.
To find out more about our investment dealing services, please
contact your relationship manager directly or our client services
team on +44 (0) 1624 645000.