Portfolio Administration Services

Successful investing requires a disciplined approach, high quality research and regular monitoring of investments. It also requires time to administer the day to day affairs of a portfolio to ensure investments are meeting the individual objectives and needs of the investor.

Somerset Smith Partners believe adopting the above disciplines will improve performance and enhance returns of a portfolio. Investors looking to maximise performance from their investments, receive preferential access to new investment opportunities and remove the burden of administration of their investment portfolios should subscribe to our Portfolio Administration Services.

Somerset Smith Partners Portfolio Administration Service offers investors a service previously only viewed as being available to large institutional investors – whilst maintaining the flexibility that comes with having a personalised portfolio of investments.

One of our most popular services is our Portfolio Administration Service which handles all administration of a portfolio and provides a review and monitoring service specific to each investor’s requirements.

It provides a personalised method of handling administration and reviewing portfolios all of which takes into account each investors unique and specific investment requirements. It is flexible, low cost and provides the ideal link between clients and your Adviser. 

For a no obligation, confidential discussion about your investments
and how we can help grow your wealth

Contact us today on (06) 835 3126 or 0800 245 424