Discretionary Portfolio Service
Growing and protecting your wealth.
Our Discretionary Portfolio Service is for private clients with a minimum of £250,000 to invest, who prefer a more personal service. We provide direct access to a dedicated investment manager, who handles the day-to-day investment decisions.
Your investment manager begins by thoroughly understanding your long-term needs. They then construct and manage your portfolio in line with your agreed investment objectives.
Once understood, your Investment Manager constructs a discretionary portfolio using the appropriate asset allocation.
Our Investment Managers work closely with our in-house Investment Research Team who provide guidance on investments across a wide range of asset classes, which include: cash, sovereign debt, corporate bonds, equities (developed world and emerging market) and alternatives.
Your Investment Manager agrees with you how frequently you would like updates on how your portfolio is performing and will periodically review your circumstances to make sure we are up to date with any changes to your needs.
Our Investment Research Team follows a rigorous processes to ensure the suitable investments are held in your portfolio. You benefit from:
We monitor your portfolio to ensure it continues to meet your needs.
We invest across 11 asset classes including fixed interest, equities, resources and alternatives.
Your Investment Manager keeps you fully informed and answers your questions.