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.

Our discretionary portfolios invest in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to the world’s best fund managers.

Smaller portfolio management

Clients who want greater diversification or who have less than £250,000 to invest may be interested in our unitised portfolio management option. Like our full Discretionary and Advisory Portfolio Management services, our investment professionals will build portfolios to your precise needs but invest solely in investment funds, not the individual underlying assets. 

As risk profiled funds, our Select Fund range mirrors our investment process and will adhere to the investment path that you decide you are most comfortable with. These funds also offer access to global fund management expertise if you require income, growth or both.

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.