GilesSmith Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. Firm Reference Number 709493. Registered in England. Company Number OC400213
Our investment partner, True Potential has an investment team which is responsible for actively managing and rebalancing the True Potential Managed Portfolio Series. The team monitors the allocation of funds within the Portfolios and rebalances them to improve performance and manage volatility, whilst ensuring that they are matched to the correct risk profile.
Each quarter, the Investment Team reports to True Potential Investments’ Investment Committee, who have oversight over the Managed Portfolios and the True Potential Wealth Strategy Funds that make up the Portfolios. This close relationship, ensures that you are getting an exceptional investment solution.