How Discretionary Management works
From the outset we discuss your investment objectives and construct a risk profile in order to formulate the parameters for the management of your investment portfolio. Once we have identified your individual investment requirements and established appropriate levels of risk you are comfortable with taking, your Investment Manager will construct a portfolio on your behalf.
When fully invested, we use our sophisticated software to continuously monitor your portfolio to ensure you remain invested in accordance with your individual risk parameters and strategic objectives. As a client your investment objectives may change over time, which may be caused by a change in circumstance. We have the flexibility to instantly adapt and tailor your portfolio in order to meet your new goals.
We handle all the paperwork and administration and provide you with simple yet fully comprehensive records. You will be kept fully briefed on the performance of your investments through regular portfolio reviews and valuations and your Investment Manager will always be available on the telephone should you require any assistance.
You can also monitor your portfolio online through our secure client portal.