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Principal Investment Management

Investment Services
5 Miles's Buildings, BA1 2QS Bath, AVON  Show map  Hide map

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Asset Management investment management portfolio management portfolios Discretionary Investment Management Family trusts Investment Management Businesses

Business profile

Principal Investment Management is pleased to announce its immediate parent company, Principal Holdings, has acquired Border Asset Management in a transaction which brings together two specialist discretionary investment management businesses We thought that it would be prudent to send out our thoughts on this crisis from an investment perspective and what we are doing to adjust client portfolios in light of the news We use an appropriate mix of UK and overseas equities; fixed interest securities; property funds; alternative investments and cash Our investment managers like working in the more personal environment of a private client business, where they can really get to know each client We specialise in discretionary portfolio management for private individuals, family trusts and smaller corporate clients

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