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Portfolio management

With our portfolio management service (or discretionary portfolio management service as it is also known), our investment professionals build and run a personalised portfolio on your behalf, without needing to ask your permission each time they want to make an adjustment.

We believe it is more important to manage your portfolio to meet your risk objectives than to chase short-term returns, so we will design your unique portfolio to meet your individual needs and attitude to risk.

Our investment team will look for suitable opportunities from around the world, investing in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies.

Why choose portfolio management?

  • Our investment professionals will build a personalised portfolio in line with your wishes, long-term investment objectives and attitude to risk
  • We will run the portfolio on your behalf, saving you time and hassle
  • Our investment team can look for suitable investment opportunities from around the world
  • For your safety, our investment approach is risk driven
  • Your Wealth Manager will be in touch with you regularly to update you on your investments and their performance.

Looking to invest in smaller companies? We have specialist expertise.

Download our brochure

  • Find out the details of the service
  • Read about how we'll keep you informed 
  • Find out more about our wider services.
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Some of our personal Portfolio Managers

If you would like to know how we can help with your investment and wealth management needs, get in touch. We will be delighted to provide more details of our services.

Photo of Howard Alter

Howard Alter

Investment Director

Photo of Jonathan Ward

Jonathan Ward

Investment Director

Areas of expertise:

Investment Trust Selection, Discretionary and Advisory Portfolio Management, Investment Strategy and building ongoing relationships with clients

Find out more about our expert team Our people

Keeping you informed

Mortgage-backed securities (MBS) - we’ve come a long, long way together ...

Mortgage-backed securities (MBS) fell into disrepute following their significant involvement in the 2008 financial crisis. Just as technology stocks were avoided long after the 1990s technology bubble had burst, MBS are given a very wide berth. But is this view a valid one today? In this article, Justin Oliver, Deputy Chief Investment Officer at CGWM explores how MBS can be made part of a diversified portfolio.

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Investing for a sustainable future

With large companies wising up to the importance of adopting and promoting sustainable business practices – and with the influence, affluence and expectations of Millennials set to peak over the next decade –  our guest contributor Will Oulton, Global Head, Responsible Investment, First State Investments, considers the impact on the investment industry, and the increasing need to balance social and environmental responsibility with positive financial performance.

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How do I move my investment portfolio to another provider?

Whether out of choice or because your wealth manager has gone into liquidation, it’s easier than you might think to move your investment portfolio to another provider.

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Wealth blog updates

See all blog posts

Looking for offshore services?

We have offices in Guernsey, Isle of Man and Jersey.

How can we help?

If you would like to know how we can help with your investment, wealth management or financial planning needs, get in touch. We will be delighted to provide more details of our services.

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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