Portfolio Management

Building and managing a portfolio requires a wide range of resources, including insights into local and international markets and a careful selection of which assets to invest in and when.

You can choose whether we manage your investments on a discretionary or advised basis. Whatever you decide, you can be sure your portfolio will be designed to meet your individual objectives and attitude to risk.

We have a range of tailored investments that suit every investor's appetite to risk and anticipated returns.

Discretionary Portfolio Management

If you select our Discretionary Portfolio Management Service, our investment professionals will build and run a personalised portfolio on your behalf, without needing to ask your permission each time they want to make an adjustment.

Advisory Portfolio Management

If you'd rather keep control of your investment decisions, our Advisory Portfolio Management Service offers the same insight and recommendations as our Discretionary Portfolio Management Service, with a personal portfolio developed in line with your objectives and attitude to investment risk. Our experts will make recommendations, but you're free to make your own choices. We'll suggest changes we think are appropriate, but we'll only undertake transactions and changes with your agreement. 

Our investment approach is risk driven - we believe it’s more important to manage your portfolio to meet your risk objectives rather than chase short-term returns. You can learn more about this approach in our video with Asim Bajwa, Head of Advisory:

Important Information

Investment means that your capital is at risk and the value of investments can fall, therefore you may get back less than you invested. Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain.

Your capital is at risk and the value of investments can fall, therefore you may get back less than you invested.