Discretionary Portfolio Management
The Discretionary Portfolio Management service is available if you wish to appoint us to make the day-to-day investment decisions on your behalf.
Our investment managers work closely with you to understand your goals and aspirations. This allows us to create and manage a tailored investment portfolio in line with your specific requirements. Our discretionary service is suitable for both inexperienced investors who want to access a sophisticated investment management service, and sophisticated investors who do not wish to manage their own investments.
Why choose our Discretionary Portfolio Management service?
- Personalised service – If you would like to work with a dedicated investment manager who will spend time with you to understand your goals and aspirations.
- Tailored portfolio – If you would prefer a diversified portfolio created and managed in line with your personal requirements, time horizon and risk profile.
- Accessibility – You have access to your investment manager whenever required, as well as information about your portfolio on a 24/7 basis via our online client portal.