Client Dashboard
Good afternoon, Anna.
§ Snapshot

Account at a glance.

Valued 23 Apr 2026 · 17:00 BST
Portfolio Value
£4.82m
+2.4% QoQ
YTD Return
+11.7%
vs. benchmark +7.9%
Net Contributions
£320k
Last 12 months
Advisory Fee (Annualised)
0.85%
All-in
§ Upcoming

Your calendar.

28
Apr
Quarterly Strategy Review
Video · 45 min
Confirmed
12
May
Consumer Goods Market Note — Q2
Document release
Scheduled
04
Jun
Annual Portfolio Rebalance
In-person · London HQ
RSVP
§ Activity

Recent.

  1. 2h ago
    Q1 Portfolio Report uploaded by Sol James
  2. Yesterday
    Secure message from Sol — Re: European FMCG exposure
  3. 3 days
    KYC renewal cycle started — 28 days to complete
  4. 1 week
    Allocation adjusted: +2% Consumer Staples / −1% Cash