Services

The Discretionary Management Service is a comprehensive and sophisticated portfolio management facility which allows clients to delegate the day to day management of a portfolio, as well as all the paperwork and administration to a highly qualified investment professional.

Today’s increasingly complex financial markets highlight the importance of having industry professionals who monitor and manage your investment portfolio to ensure they continue to be invested in accordance with their risk parameters and strategic objectives.

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.

Private Clients

Private Clients

Personalised investment management services for high net worth individuals and families.

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Charities

Charities

A bespoke investment management service delivered by an experienced team of Investment Managers with a thorough knowledge of the charity landscape.

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Trusts

Trusts

Assisting trustees, solicitors and advisors with specialised investment management tailored for trusts.

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Court of protection

Court of protection

A bespoke investment management service for individuals awarded settlements in relation to personal injury or clinical negligence.

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Sports Professionals

Sports Professionals

Working alongside clubs, agents, lawyers and tax advisers we provide high quality investment management, individually tailored for sports professionals.

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Financial Planning

Financial Planning

Access to expert financial planning advice to complement your investment portfolio, including tax planning and pension advice, directly through our sister company.

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