Discretionary Management Service
We believe consistent long-term out-performance is best derived from global, multi-asset class portfolios. Our large and experienced team of investment managers and analysts work together to source the best ideas in each asset class and across different geographies. The investment managers use these ideas as the building blocks of the portfolios and then tailor them to meet the suitability and differing requirements of our diverse client base.
Our portfolios include direct investments in shares, bonds and real assets as well as third party funds and passive instruments in each asset class. In selecting the appropriate instrument we consider cost, currency protection, on-the-ground expertise and diversity.
Our multi-asset class portfolios give exposure to wide variety of opportunities and help to manage risk within portfolios. All our clients have different risk profiles and objectives which we are happy to accommodate. Your portfolio will be aligned with a suitable risk strategy and we are happy to accommodate income payments, ethical preferences and tax considerations to suit your needs. Your risk profile is reviewed on a rolling basis to ensure we reflect any changes in your circumstances and to offer reassurance.
In addition to accommodating stock specific ethical preferences, we also run fully ethical portfolios which allow you to meet your investment objectives while engaging with your ethical and moral views. We have partnered with Ethical Screening, whose rigorous research and analysis of company activities helps us determine whether or not a stock meets certain ethical criteria.
We provide annual tax packs and can tailor reporting to meet your requirements. We also offer online access to your portfolio valuation and reports. Strong, risk-adjusted performance and client service are equally important in achieving good client outcomes; we strive to achieve both.
If you would like to find out more about the Discretionary Management Service. Please feel free to call or email us
for any enquiries you may have.