Discretionary Managed Service

Our Discretionary Managed Service allows you to hand over the responsibility of managing your portfolio, giving us the chance to take full advantage of investment opportunities as they arise.

Your portfolio will be tailored to your specific needs, based on your objectives and financial situation, creating the investment strategy that is right for you.

We closely monitor the performance of your investments in line with the extensive global research we draw upon.

We offer a comprehensive portfolio review from your own wealth manager assigned to make sure there is continuity of service. These reviews are to explain the changes that have been made since the last review, as well as a commentary on the markets and our expected outlook for the future.

As part of the core discretionary service clients receive:

  • A comprehensive financial overview
  • A detailed investment strategy
  • Ongoing reviews and portfolio monitoring
  • Consistent communication and service

Discretionary management can be appropriate for the following range of accounts including:

  • Dealing & ISAs accounts
  • SIPPs & SSASs
  • Charities and Trusts
  • Offshore and Onshore Bonds
  • Corporate Accounts

To book a free consultation contact us today

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