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The portfolio management service tailored to you

With our portfolio management service our investment managers will 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 bespoke portfolio to meet your unique needs and attitude to risk.

  • A bespoke portfolio crafted around your unique needs
  • Managed by your personal Investment Manager
  • Our collective investment expertise working on your behalf
  • Access to a wide range of asset classes and markets
  • 24/7 account access via our CG Wealth Online service
  • Regular market updates and expert analysis

Book a free consultation

Arrange a no-obligation, complimentary consultation with one of our experts.

Get in touch

How we approach discretionary portfolio management

Our investment management 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.

As a specialist firm, we dedicate all our energy and resources to increasing our expertise in this complex area. So, when you entrust our team with your personal wealth, you can depend on our in-depth knowledge and experience.

What are the benefits of discretionary portfolio management?

Looking after your own investments to achieve your long-term goals requires commitment, knowledge and objectivity. Managing your own portfolio can also be labour intensive and time-consuming. Discretionary portfolio management allows you to delegate responsibility for your investment portfolio to a dedicated and experienced investment manager.

The benefits of discretionary portfolio management include:

Freedom – you will be freed from having to make all day-to-day investment decisions

Expertise – a qualified investment manager, experienced in the machinations of the markets, will act on your behalf

Stewardship – your investment manager will get to know you and your circumstances and ensure their investment strategy is aligned with your long-term goals, values and attitude to risk

Advantage – your investment manager will have access to the latest research, market analysis and investment themes, and is better positioned to respond to events and new opportunities

Oversight – you will be kept informed of the changes made to your portfolio, with regular reviews of your situation and objectives to ensure the investment approach is always aimed towards delivering your future goals

Why choose our discretionary portfolio management service?

With our discretionary portfolio management service, you can delegate your investment decisions to an expert.

Your personal wealth manager will:

  • Spend time getting to know your likes and dislikes, attitude to investing, long-term financial and lifestyle goals and timescales to achieve them
  • Use this knowledge to build you a unique portfolio tailored to your wishes, your investment goals and your risk appetite
  • Take charge of the day-to-day decisions involved in managing your portfolio of investments on your behalf, saving you time and hassle
  • Be on hand whenever you need them
  • Keep you informed on the performance of your portfolio and the actions we are taking to optimise it
  • Endeavour to build a trusting and enduring relationship with you, that will adapt to your changing needs
  • Ensure our recommendations are always relevant and personal to you.

Ultimately, with our discretionary portfolio management service you will have peace of mind knowing your portfolio is being nurtured in line with your future plans and appetite for risk.

Book a free consultation

Arrange a no-obligation, complimentary consultation with one of our experts.

Get in touch

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.

Our portfolios are designed to work over a typical investment cycle of 7-10 years, so we recommend you stay invested for at least seven years.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.


Keeping you informed

What is ESG (environmental, social and governance) investing?

There has been a significant growth and interest in investing on a responsible basis and the area is continually evolving. However, for investors, traditional ‘ethical’ investment solutions have tended to leave a limited choice of companies to invest in, compromising diversification and therefore investment risk/returns. ESG (environmental, social and governance) investing allows investors to take a proactive approach to investing responsibly but not at the expense of their risk/returns. 

Read more
What’s behind our award-winning ESG investment approach?

We were delighted to win the Bita Risk Award for Best ESG (environment, social and governance) Investment Strategy at the 2023 City of London Wealth Management Awards. But what exactly is CGWM’s approach to ESG investing? And why do we feel ESG is no longer just a ‘nice-to-have’ for clients, but is fast becoming a mainstay of portfolios?

Read more

Investment news updates

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Contact a personal investment manager today

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 Matthew Guterres

Matthew Guterres

Investment Manager

Matthew has worked in the investment management industry since 2010 and joined Canaccord Genuity in 2015. He manages portfolios on a discretionary or advisory basis for private clients, companies, trusts and pension funds. Matthew sits on the closed-ended Investment Committee
and is a Chartered Fellow of the CISI.

Photo of David Herbert

David Herbert

Head of UK Portfolio Management

David is responsible for managing direct equity based and multi-manager portfolios for private clients, trusts and pension funds. David is a member of the CISI.

Photo of Min Saha

Min Saha

Senior Investment Director/Team Leader

Min specialises in discretionary portfolio management for high net worth individuals, trusts and charities. He chairs the CGWM Alternative Investments Committee. Min qualified as a Chartered Accountant and is member of the Chartered Institute for Securities & Investment.

Find out more about our expert team

Download our brochure

Take away information about all our personal wealth management services and our investment process in one document.

Download brochure 

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.