When markets are volatile and portfolio values are fluctuating wildly, it can be difficult for investors to judge whether the performance of a portfolio has been good, bad or indifferent.

Where an individual's circumstances change, investment portfolios should be reviewed to ensure they still meet the investor's needs.

If clients seek reassurance from an independent specialist that a portfolio is being properly managed, is generating appropriate returns and that the original mandate remains appropriate to their circumstances, we can help.

It is particularly important for professional trustees to review the performance of portfolios from time to time. Changes to regulations and best practice now place significant obligations on trustees to ensure that the portfolios under their control are managed appropriately. By using an independent specialist to monitor a portfolio the trustees can satisfy themselves that the investment mandate is appropriate and both the levels of return and the performance of the manager are acceptable.