The information on the following pages are for professional intermediaries only.

Principal Investment Management

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We specialise in discretionary portfolio management

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Principal is a private client investment management company with an established reputation for professionalism and providing a personal, down-to-earth service.

Private investors

Our experts construct and manage a portfolio to suit your needs.

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Professional intermediaries

We offer a range of services specifically tailored to meet you and your clients' needs, drawing on a disciplined investment process and years of working with financial advisers.

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Border Asset Management

In January 2011, we merged with Border Asset Management to create a national discretionary investment management business.

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What we do for you

Principal's expert professional investment management can help you to:

  • maintain your wealth
  • build for the future
  • provide an income

At Principal, we manage the investments on behalf of a wide range of private clients, charities, trusts and corporate entities.

Our goal is to deliver the best return for your risk profile and the personal service we offer you results in long-term, prosperous relationships; we work together to help to secure your financial future.

 

Call us

Call us to speak to one of our Investment Managers on 01732 740700 or email us via the 'Contact us' page.

 

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Investing involves risk and the value of investments and the income from them may fall as well as rise and is not guaranteed. Investors may not get back the original amount invested. Click for more information about the risks involved.