Discretionary Management Service

Our Discretionary Management Service is ideal for clients who prefer to leave the day to day handling of their investment portfolio to us. In return, our commitment is to manage the portfolio in strict accordance with your investment objectives and attitude to risk.

Once your investment objectives are agreed, we will design and manage a bespoke investment portfolio based on them and your attitude to risk. Our multi asset class approach encompasses a wide range of asset classes, which combine to spread risk across your portfolio.

All day to day and routine administration is handled by us. We will write to you whenever a change is made to your portfolio and as part of our ongoing reporting, provide you with regular portfolio reviews, valuations and market views. Your investment manager will maintain a regular contact with you to ensure the ongoing suitability of your portfolio.

Clients using the Discretionary Management Service benefit from a free Nominee Service.

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