Portfolio and Finance Statement Valuation

Portfolio & Financial Statement Valuation

We provide monthly, quarterly and annual recurring valuations of portfolios for a range of clients.

This service is offered for pension funds, life assurance companies, unit trusts, listed property companies, corporate occupiers and high net worth individuals for accounts, unit pricing, tax, stock market, acquisition and sales purposes and other performance monitoring requirements.

With a team of dedicated portfolio valuers, we provide monthly, quarterly and annual valuations and currently values over £15 billion of property annually with the support of regular interaction with experienced agency and professional departments.

We take a holistic approach to client relationships to provide value added initiatives, operating robust systems and processes that are individually tailored to meet audit and compliance requirements.

Compliant with RICS Valuation Standards (Red Book), International Financial Reporting Standards (IFRS), our portfolio packages allow our experts to tailor valuation services specifically to the clients’ needs, allowing progress to be tracked on dedicated extranet websites.

 

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Key contacts

Claire Magowan

Claire Magowan

Director
Portfolio Valuation

Savills Margaret Street

+44 (0) 20 7409 8091

+44 (0) 20 7409 8091

 

John Rhodes

John Rhodes

Director
Portfolio Valuation

Savills Margaret Street

+44 (0) 20 7409 8115

+44 (0) 20 7409 8115

 
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