Discretionary investment management

Our premier service remains the management of portfolios on a discretionary basis. This provides managers with the flexibility to react quickly to fast moving markets and changing economic circumstances.

When we have a discretionary mandate, we agree an objective with the client and a benchmark before we begin to invest, drawing on a number of factors including income requirement and tolerance for risk. Often clients have their own views about the kind of portfolio that they want and again this is established at the outset.

The service includes all the benefits of nominee administration, meaning that we are able to carry out transactions without sending clients transfer forms for signing. We send contract notes when we deal and clients receive valuations on a quarterly or half-yearly basis, together with economic and market commentary and performance statistics. Year-end tax schedules are also produced.

Contact us

For more information on our discretionary portfolio management service contact a member of the team.