ETFs

Exchange Traded Fund is a single security that tracks an index, bond, commodity or a basket of various assets. ETFs are traded on the stock market in the same way as regular shares. They also participate in the profits through dividends. They are becoming a very popular option due to their increasing liquidity and lower fees in comparison to investment trusts and mutual funds. ETFs offer a cheaper and efficient pathway into a basket of securities through a single investment; allowing for diversification across sectors and regions which may be difficult to access through individual securities. At Berkeley Private Wealth, our clients have access to prominent investment managers who offer over 3000 ETFs.

Discretionary Fund Management
At Berkeley Private Wealth, our client's have access to award-winning investment managers with a wealth of knowledge. Who have proven track records and are committed to the universal principles of achieving the best possible outcome for growth and income whilst managing risks. They tailor our client's investment mandates around core strategies. For added security, all our client's cash and assets are held in their own names with regulated third-party custodians. They have created three strategies with pre-set investment parameters which they can individually tailor to meet the requirements of our client's different risk profiles.
 
Service Key Features
  • Highly bespoke service with full consultation, risk profiling and risk analysis
  • Multiple award-winning London stockbrokers
  • Investments through QROPS, SIPP, ISA / NISA and Cash
  • Stocks, Shares, Forex, ETFs, Futures, Bonds, Options, Derivatives, CFDs
  • For high net worth individuals, sophisticated and restricted investors
  • A dedicated personal stockbroker
  • For UK and International investors
  • Discretionary management options available
  • Full detailed compliance to ensure client suitability
  • Consultations with independent financial advisers to confirm suitability

Stockbroking & Derivatives

 

At Berkeley Private Wealth our clients have access to award-winning stockbrokers in London who trade in shares, bonds, forex, options, futures, ETFs, derivatives and CFDs. They recognised the need for transparent city-based traders, with accurate and efficient settlement processes and an importance placed on fund security. We collaborate with the very best stock brokers in the industry, working with the latest platform technology available to deliver an exemplary service.

 

Our clients also have access to independent chartered financial advisers, chartered wealth managers and prominent discretionary fund managers. From stockbroking and trading to discretionary investment management covering all assets and markets. Providing bespoke investment management for private clients, pension funds, trusts and corporate investors.

 

Regardless of the type of financial instruments traded, timing is everything in financial markets. The wealth managers, our clients have access to excel in bringing the very latest research and are experienced in identifying opportunities. With access to market-leading research, market information and analytical tools their team of qualified traders, fund managers and market strategists monitor real-time information, analysing the fundamentals of companies and studying technical analysis to enable them to provide well-informed recommendations. 

 

Stocks & Shares
Stocks are a type of security that signifies ownership within a corporation and as a result, represents a claim on part of the corporations' assets and earnings. There are two types of stocks, common and preferred. The fundamental difference between the two, is that common stocks entitles the owner to vote at shareholders' meetings; whereas preferred stocks do not usually have voting rights, but have a higher claim on assets and earnings in comparison to common stocks.  Shares are often used to refer to the stocks of companies, however, shares can also represent the ownership of other classes of financial assets such as mutual funds.
At Berkeley Private Wealth, our clients have access to highly experienced stockbrokers in London, who offer access to 36 stock exchanges with data available for over 10,000 equities.
 
Forex (FX)
The forex market usually abbreviated "FX" is the market in which currencies are traded. The forex market is the largest and most liquid market in the world, with an average traded value that exceeds £1.2 trillion per day and includes all the currencies in the world. Forex is a decentralised market and therefore traded OTC (Over The Counter). Our clients have access to investment managers with years of experience within forex. Allowing them to choose from a broad range of currency pairs, including majors, minors and exotics; with the added benefits of fast execution, no re-quotes, risk management tools and order combinations such as trailing stops and OCOs (Order Cancels Other).
Bonds
Commonly referred to as fixed-income securities and one of the three main generic asset classes along with stocks (equities) and cash equivalents. Our clients have access to investment managers providing access to 7000 different bonds across 26 countries spanning government bonds, corporate bonds and more.
Futures
Futures are financial contracts which obligate the buyer to purchase an asset and likewise the seller to sell an asset. The asset can be a physical commodity or a financial instrument with a predetermined future date and price. Future contracts detail the quality and quantity of the underlying asset. They are standardised to facilitate trading on futures exchanges. At Berkeley Private Wealth, our clients have access to highly experienced investment managers who offer over 200 futures contracts across a variety of different sectors.  
Options
An option is a financial derivative that represents a contract sold by one party (Option writer) to another party (Option holder). Options are extremely versatile securities. 

Office Tel: 0207 129 1112

Email: enquiry@berkeleypw.com

Address: 23, Berkeley Square, Mayfair, London, W1J 6HE

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Berkeley Private Wealth Ltd is registered in England and Wales. Company number: 9600893. Registered office: 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ.

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