Designed for those investors who have neither the time, nor the inclination, to manage their portfolio themselves. The Discretionary service is our premium level of care for discerning investors.
We will use our comprehensive portfolio construction and investment management selection process to determine and build a portfolio designed to suit your individual requirements. Once established, we will carefully monitor and amend your constituent holdings as necessary to ensure that your portfolio continues to meet your objectives and requirements on an ongoing basis.
Although we make all of the decisions for you, you remain informed at all times regarding any changes to your portfolio through the issue of contract notes every time we trade and on the end of the phone or in person for any queries you may have.
We are also able to provide clients with on-line access so they can view their portfolio whenever they like, at home or abroad.
Although we make all of the decisions for you, you remain informed at all times regarding any changes to your portfolio.
For further details of our Discretionary Management Service please fill in our contact form.Contact us