Discretionary Service

Our Discretionary Portfolio Management service is highly flexible and brings the full capabilities of our experience and expertise to your portfolio.

Flexibility is important in volatile markets where change is time-critical. This service allows us to respond quickly to meet your investment objectives, whilst always ensuring we are equally pro-active with our communication to you.

We can manage discretionary portfolios based on individual securities, funds and structures, or by investing exclusively into collective investment funds commonly known as multi-manager investing.

We like to understand your circumstances and aspirations before tailoring a portfolio to meet your specific objectives and risk profile. A clear communication process is agreed to ensure you are regularly updated with contract notes when we deal as well as receiving regular formal valuations, which show performance versus any agreed benchmarks. Valuations can be produced at any time and we are available to discuss your portfolio at any point. In addition, we have an on-line valuations tool which allows you to view your portfolio whenever you want.