Intermediaries

Discretionary Portfolio Management Services for Clients of Intermediaries

Peregrine and Black Investment Management (PBIM) offer a range of discretionary services for clients who are introduced to us from an FCA authorised intermediary, outsourcing to a firm like us will help you and your client in the following areas:

• Save you time - removes the need to continually monitor investments and realign portfolios, as well as the associated administration. 

• Improve your efficiency - allows you to spend more time with your clients, less on administration. 

• Mitigate risk to your business - outsource the investment decisions to us. 

• Respond faster to changes in the market - managed by experts whose single focus is to monitor and respond to market events and changing economic conditions. 

• Access to global investment and research capabilities - managed by a dedicated team of experienced investment managers, with access to extensive investment resources. 

We work alongside Intermediaries and their clients to produce genuinely bespoke tailored portfolios.

All portfolios are accessible online for both you and your client to view 24/7.

We offer very competitive charging structures, please enquire for further information.