Discretionary services
Your portfolio on your terms, steered by us.An actively managed portfolio without the responsibility of day-to-day decision making.Our discretionary services are suitable for private clients looking for:
A dedicated portfolio manager will invest on your behalf
Constant oversight to make sure your portfolio is in the right place at the right time
Comprehensive range of multi-asset class solutions, as well as single-asset class strategies across equity and fixed income
Bespoke or modelled portfolios diversified to manage risk efficiently
About our discretionary services
This option is best suited for investors who prefer to delegate the management of their investments. We’ll work out the best strategy with you and then make investment decisions on your behalf in line with the agreed objectives. The value of investments can fall as well as rise. You may get back less than you originally invested.
About our discretionary services
Your investments will be managed by our portfolio management team, who’ll use our extensive resources, capabilities and research to help you achieve your financial ambitions.
Performance tracking
You’ll have immediate access to your portfolio online, so you can track its performance and review its progress with your Wealth Manager whenever you want to. You’ll also get regular reports and statements, so you’re always fully up to date.
More time for you
Our discretionary services enable you to concentrate on your personal and business needs, confident in the knowledge that your assets are being expertly managed in line with the financial objectives you agreed with us.
Our investment approach can be distilled into four core values
Seeking out the best opportunities
We identify high-quality companies with strong management, robust fundamentals and promising long-term prospects. Our preference for low portfolio turnover and direct investment also helps to keep costs down.
Leading with conviction
To capitalise on opportunities and in our efforts to outperform benchmarks, we put more focus and investment into our best ideas in your portfolio.
Managing risk
Your peace of mind is valuable. We monitor, manage and mitigate each portfolio’s exposure to identified risks with ongoing due diligence.
Striking the right balance
Our whole of market approach and in-house capabilities empower us to build and manage well-diversified portfolios across sectors, market drivers and asset classes.
Things to Consider
Discuss your financial needs with our experts We serve clients who can establish an investment portfolio of at least £1 million (or local currency equivalent) in the UK or £3 million (or local currency equivalent) in other jurisdictions. Investments can fall as well as rise in value. Your capital may be at risk.
