Investment Management
Managed Portfolio for Expats
Choose from professionally managed, risk rated portfolios designed around your investment objectives. Credible Life’s investment team grows your wealth wherever you live in the world.
Structured Investing, Expertly Managed
A managed portfolio gives you access to professional investment management without the complexity of building and monitoring a strategy yourself. You choose your risk level and we handle everything else.
Our managed portfolios are globally diversified, regularly rebalanced, and built using carefully selected funds designed to deliver consistent growth relative to your risk tolerance.
Every portfolio is reviewed with your dedicated adviser, ensuring your strategy stays aligned to your goals as markets and your personal circumstances evolve.
What We Cover
- ✓ Cautious to Adventurous risk profiles
- ✓ Globally diversified asset allocation
- ✓ Professional ongoing management
- ✓ Regular rebalancing and monitoring
- ✓ Full online performance reporting
- ✓ Transparent competitive fee structure
- ✓ Available in multiple currencies
Our Risk Profiles
Cautious and Moderate
Designed for investors who prioritise capital preservation with modest steady growth. Lower volatility, higher weighting to bonds and defensive assets. Ideal for those closer to retirement or with a shorter investment timeframe.
Balanced
An equal-weight approach between growth and income generation. A broadly diversified mix of equities, bonds, and alternatives suitable for investors comfortable with moderate market movements in exchange for better long-term growth.
Growth and Adventurous
Higher exposure to global equities and growth assets for investors with a longer time horizon and higher tolerance for short term volatility. Designed to maximise long term returns for those who can ride out market cycles.
Why Choose a Managed Portfolio?
Professional Management
Your portfolio is actively managed by Credible Life’s investment team continuously monitored, rebalanced, and optimised so you do not have to do it yourself. You live your life; we manage your portfolio.
Global Diversification
Your portfolio is spread across global markets, asset classes, sectors, and geographies reducing concentration risk and improving the consistency of long-term returns regardless of which markets outperform in any given year.
Complete Transparency
Full online access to your portfolio at any time. You will always know exactly what you hold, how it is performing, what it is costing you, and how it has changed since your last review.
Frequently Asked Questions
What is a managed portfolio?
A managed portfolio is a professionally run investment account where our investment team makes all day to day decisions on your behalf, within the risk level you have chosen. You select your risk profile and we manage everything from there.
How do I choose the right risk profile?
Your adviser will conduct a detailed risk assessment covering your goals, investment timeframe, income needs, and attitude to short term volatility. We recommend the most appropriate profile based on your complete financial picture, not just a questionnaire score.
What are the minimum investment amounts?
Managed portfolios are typically available from £25,000 or currency equivalent. Regular savings plans are available from approximately £200 per month. We will advise on the most appropriate option for your situation.
How often is my portfolio rebalanced?
Portfolios are monitored continuously and rebalanced whenever they drift significantly from their target allocation, or when market conditions or personal circumstances warrant a change. You will also receive at least an annual formal review with your adviser.
Ready to Start Investing?
Get a free consultation with a Credible Life investment adviser. We will assess your goals, recommend the right risk profile, and outline a clear investment plan for your future.