Our philosophy
For individuals with private wealth the investment management industry offers a wide array of institutions. But as they operate with such varying degrees of independence and flexibility, it can be a challenge to find a ‘home’ where investors feel their interests are the main consideration.

1st Port Asset Management operates within a traditional model for discretionary managers. Our interpretation of ‘traditional’ being that clients want to feel confident that our word is our bond and that integrity and high levels of expertise are key elements of our service.

These values are not necessarily found within all providers of financial services, but our clients can be confident of this approach in our relationships with them and all our professional dealings.

Our traditional operational style is underpinned by independence, flexibility, considerable experience and in-depth research and we carefully consider investments and portfolio diversification to encompass both traditional and innovative assets.

What's more, we deliver our recommendations from a position of autonomy and are truly independent. We appreciate that each client has different requirements in terms of investments, risk profile, communication and care. It is therefore our aim to offer those individuals seeking traditional values a meticulous yet highly flexible approach to asset management – the best of all worlds.

1st Port Asset Management - a fusion of experience, autonomy and tradition

Credentials
1st Port Asset Management is a trade name of Raymond James Investment Services Limited (RJIS) utilised under exclusive licence. RJIS is a member of the London Stock Exchange and is authorised and regulated by the Financial Services Authority (FSA).

We operate with autonomy, but this affiliation enables us to transact through RJIS's system so clients benefit from their complete securities dealing infrastructure and market presence.

Asset security is critical and our client portfolios are held in safe custody by Pershing Securities Limited. They are a Member of the London Stock Exchange and LIFFE and authorised and regulated by the FSA.

Contact details
1st Port Asset Management
16 Dover Street
Mayfair
London W1S 4LR

Tel: +44 (0) 20 7491 5099
Fax: +44 (0) 20 7499 3290
Paul Stevens
Investment Manager
& Branch Principal
Direct: +44 (0) 20 7491 5091
Nick Palmer
Investment Assistant
Direct: +44 (0) 20 7491 5080
More information