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Active portfolio management – what it is, how it works and our fee structure

How your investments are managed is the most important factor in how they perform and the returns that you make. At the Michele Carby Practice, we actively manage our clients’ portfolios to ensure you profit from market upswings and cap losses during periods of downturns and periods of instability.

In this webinar, Payal Trehan, our Senior Investment Strategist, outlines how markets work and our active management approach. She also explains our adviser fee and how we add and deliver value to our clients. As always, the webinar will allow you the opportunity to ask any question you have during the Q&A session.

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Book a 30 Minute Discovery Call

Our aim is to provide clear, personalised guidance to help you understand your current financial position and take practical steps toward improving your savings, investments, and long-term wealth strategy as an expatriate.

In our 30-minute consultation, we’ll explore key areas designed to strengthen your financial outlook, including:

  • Addressing any immediate financial concerns or short-term cash flow issues

  • Reviewing your existing investment portfolio and insurance coverage

  • Identifying ways to enhance investment performance and returns

  • Gaining access to independent, professional recommendations tailored to your specific goals

Professional photograph of Michele Carby and Payal Trehan

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