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.

Fairbairn Private Bank © 2010.