INTRODUCING YOUR PERSONAL PORTFOLIO MANAGER



Total peace of mind. Fixed-fee, nationwide residential and commercial property portfolio management through one dedicated point of contact.



 


WE MAKE THINGS EASY


1

Assimilate your Portfolio

Meet your Personal Portfolio Manager. They will assimilate your properties into one Wilbridge Portfolio over a one month FREE transition period.

2

Take Control

Your Personal Portfolio Manager will manage the day-to-day maintenance using our state of the art systems and report processing.

3

New Tenancies

Your Portfolio Manager will tenant-find harnessing local agent resources nationwide, and check prospective tenants themselves.

4

New Properties

Through our fixed fees, Portfolio Managers and asset management, you have the resources and finances to further grow your portfolio.


 




Wilbridge was founded to innovate on the processes and synergy of professional property investing and related services.

 

About Wilbridge Portfolio Management




OUR SERVICES, YOUR MANAGER


PERSONAL/EXECUTIVE PORTFOLIO MANAGER


Accountable

Your Portfolio Manager deals with the everyday affairs of your portfolio.

Read More...

Representative

Your Portfolio Manager can represent you in any portfolio related transaction.

Read More...

Fixed Fee

With a single monthly fixed fee: your yields increase as your portfolio grows.

Read More...

Nationwide, Family Estates & SPVs

Nationwide residential and commercial portfolios including multi-family estates and SPVs.

Read More...



One point of contact directly accountable to you, available to meet with you, and the only person you will ever need.


Learn about our different Portfolio Managers (click to expand):


PERSONAL PORTFOLIO MANAGER

The standard Personal Portfolio Manager is for property portfolios of up to 30 residential leases and 35 commercial leases. Each Personal Portfolio Manager is highly trained and solely there to manage the daily affairs and advancement of your portfolio.

Your Personal Portfolio Manager will assist in consolidating your existing property management arrangements into one Wilbridge Portfolio, reducing complexity and costs.

Have more than 20 residential leases or want an in-house manager? See our Executive Portfolio Managers below.

View our Fees here.

EXECUTIVE PORTFOLIO MANAGER

Our Executive Portfolio Managers do all the same functions as the standard Personal Portfolio Managers. They are available to clients with property portfolios of over 30 residential leases or to clients that desire a Portfolio Manager to work either full-time or part-time at their place of work.

Our aim is to provide a more economically and resource free offering to clients who may currently self-manage large portfolios.

Monthly fees for Executive Portfolio Managers are bespoke to each client based on that client’s number of properties and any special requirements.

Please complete our Request Call Back form to arrange a convenient time to find out more about our Executive Portfolio Managers.


 
 
 
 
 
 

TENANTHOME® 24/7 365 DAYS A YEAR


KEEPING YOUR PROPERTY IN TOP REPAIR


Wilbridge keeps your property in top repair with our TenantHome® dedicated resources.



24/7
Tenants are treated with respect and have 24 hour access to maintenance reporting through our mobile apps, portals and helpline.
Fast
Maintenance is actioned immediately by highly trained staff with after-hours emergencies being immediately referred to our 24/7 emergency contractors.
Clear
Your Personal Portfolio Manager will diligently arrange and negotiate maintenance works for repairs and prepare monthly reports to be sent to you or view on your Online Portal.

 

Included as part of Wilbridge Asset Management.


TRANSPARENCY, 24/7 APP AND PORTAL


STAY ON TOP OF YOUR PORTFOLIO ACTIVITY. ANY TIME. ANY PLACE.




PMSoftware_Maintenance_TrackMaintenance

Live Portal

Be able to download statements, all tenancy details, view contractor invoices and track maintenance 24/7 with full access and transparency.
Learn More

Artwork-3

iOS & Android

Our state of the art iOS/Android mobile apps ensure you are kept up to date with all your portfolio activity instantly.
Learn More

PMSoftware_Maintenance_NotifyContractors

Reports

Every month your Personal Portfolio Manager will compile a full income and expenditure report for your entire portfolio, viewable on your portal.
Learn More


 

 
 
 
 

OUR VISION, YOUR COMPANY.


REDEEMABLE OWNERSHIP - REDUCED FEES



Wilbridge was founded by property investors and developers. We share the same values as our partners and offer them the same services and standards we created and innovated on.

Our interests are aligned with our partners and as such all our partners are offered the opportunity to become shareholders. This gives our partners a stake in Wilbridge with invitations to our AGM and lower Portfolio Manager fees.


OUR INVESTMENT PACKAGES



Our optional redeemable investment packages offer reduced Portfolio Manager fees and are redeemable for their full value at any time.



Please see our Quote and Fees section for pricing details.



OUR PARTNERS


CURRENT PARTNERS INCLUDE



Wilbridge Asset Management services exclusively support Wilbridge property development and investment, joint-ventures and mutual partners that include private individuals, family estates and corporate bodies.



✓ HNWIs
✓ Property Investment Funds
✓ Crowdfunding property platforms
✓ Trusts and Foundations
✓ Commercial Landlords
✓ Developers
✓ Offshore companies
✓ Multiple-entity Family Estates


Portfolio ownership spread amongst family members and SPVs? Not a problem.


 

FEES

&

ARRANGE CALL BACK



Our Property Asset Management services are exclusively for partners of Wilbridge Group investments, developments, joint-ventures or holdings.


If you would like to get in contact with us, please complete our form or call us on 0330 022 6011 to arrange an appointment with one of our portfolio managers to discuss your requirements.





OUR FEES


MONTHLY FEES


Personal Portfolio Manager: £POA per month

Executive Portfolio Manager: £POA – please complete our Request Call Back form to arrange a convenient time to discuss your requirements.

Our fees allow flexible invoicing options amongst the properties in your portfolio allowing you to simplify your accounts regardless of the number of SPVs or family estates.

We provide a FREE transition period of one month to assimilate your properties into one Wilbridge Portfolio.

FEES FOR NON-UK DOMICILED PARTNERS


Our fees for partners that are not domiciled in the United Kingdom. These fees account for additional surcharges in MLR administration and bank charges.

Personal Portfolio Manager: £POA per month 

Executive Portfolio Manager: £POA – please complete our Request Call Back form to arrange a convenient time to discuss your requirements.

Our fees allow flexible invoicing options amongst the properties in your portfolio allowing you to simplify your accounts regardless of the number of SPVs or family estates.

We provide a FREE transition period of one month to assimilate your properties into one Wilbridge Portfolio.

INVESTMENT PACKAGES


Our one-off purchase redeemable investment packages offer reduced Portfolio Manager fees and are redeemable for their full value at any time.

• INVESTOR package: £10,000

10% reduction in Portfolio Manager fees



• INVESTOR PLUS package: £15,000

20% reduction in Portfolio Manager fees



There is a admin setup fee of £500 + VAT when opting for one of our investment packages.

ADDITIONAL COSTS


• Personal Portfolio Manager one-time set up fee:  £2500

• Tenancy set up costs:  fixed at £495 per tenancy including EPC, Deposit registration, Gas Safety Certificate and Inventory check-in.

• Section 21: INCLUDED

• Renewal set up:  INCLUDED

• Income and Expenditure reports:  INCLUDED

• Executive Portfolio Manager if required – Learn More

All fees unless otherwise stated are inclusive of VAT.



PARTNER LOGIN



Forgotten your Personal Portfolio Manager details or need support? Email us or Call us: 0330 022 6011.

Want more information on our Portal? Click here.



 


Wilbridge Asset Management, part of The Wilbridge Group.

 
logo

© Copyright - Wilbridge Group. 'Wilbridge', its logo and 'TenantHome' are all trademarks of Wilbridge Group. Wilbridge Asset Management is a trading name of Wilbridge Group Limited registered company in England and Wales number: 09902836. Registered office: 8-10 South Street, Epsom, Surrey KT18 7PF.