Discretionary Management

Many of our clients elect for us to manage their investments through our Discretionary Management service. This allows them to transfer investment decision-making on their portfolio to our experienced Investment Managers.

Discretionary Management gives you access to professional expertise without the administrative burden associated with the day-to-day running of an investment portfolio. Once we have established your objectives, we are able to make all the decisions on your behalf and react swiftly to changing market conditions and opportunities.

With the Discretionary Management service your investments are placed under the direct responsibility of your own Investment Manager, who will be happy to discuss your investments and review your objectives as and when you wish. All of our Investment Managers operate on an impartial and independent basis, sourcing research from a variety of top investment houses. This in turn enables informed and balanced investment decisions to be taken on your behalf.

Whilst most Discretionary Management service clients utilise direct equities, we are also able to construct a personalised portfolio consisting of collective investments, such as investment trusts, unit trusts and other specialist investments such as fixed interest securities. This is a way of potentially reducing the risk of investing in direct equities.

Please note, the value of your investments and any income derived from them from them may go down and you may get back less than you invested. If you are unsure about the suitability of this service, please contact us for advice.