Paul Stevens, investment manager of 1st Port Asset Management, is questioned by Adam Lewis.
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Q:How did 1st Port Asset Management get started?
A:We were founded in April 2004 to provide discretionary management services to intermediaries and professionals. 1st Port Asset Management is a trading name of Raymond James Investment Services Limited.
Q:What services do you offer?
A:The primary service we offer is discretionary portfolio management, using collective investment schemes. About 95% of our business is discretionary. We do cater for other types of clients, including execution-only, charities and pension funds. We offer a personal service and aim to deliver institutional quality investment services at an affordable and transparent price.
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