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Discretionary Management Service

Portfolios that invest directly in shares, bonds and real assets, as well as third-party and passive funds.
Speak to us

For more information about the Discretionary Management Service call us on:

01606 810 325

Alternatively arrange a callback

Calls may be recorded. Lines are open:
9:00am - 5:00pm, Monday to Friday (excluding UK bank holidays).

Speak to us

For more information about the Discretionary Management Service call us on:

01606 810 325

Alternatively arrange a callback

Calls may be recorded. Lines are open:
9:00am - 5:00pm, Monday to Friday (excluding UK bank holidays).

Speak to us about the Discretionary Management Service

What our Discretionary Management Service offers

We believe that consistent, long-term performance is best derived through actively managed, multi-asset portfolios diversified across asset classes, geographies, and sectors.

These portfolios invest directly in shares, bonds and real assets, as well as third-party and passive funds.

Considering DMS for your clients? Here’s what you need to know:

  • Portfolios benefit from our strategic and tactical asset allocation and in-depth investment research capability
  • Can be tailored to your clients' needs, including risk tolerance and income requirements
  • Available for clients with £100,000 or more to invest
  • Can be held within various investment structures, both on and offshore, e.g. Investment Account, ISA and SIPP

Why Close Brothers DMS?

Strong, long-lasting relationships are vitally important to your business and are equally important to ours. We ensure that a true partnership is established between you, your clients and your Investment Manager.

Our team of highly qualified Investment Managers have extensive experience guiding clients through changing market conditions. They undertake the daily management of your clients’ investments, so that you can focus on looking after your client relationships and growing your business.

Additionally, we offer Socially Responsible Investment (SRI) portfolios for clients interested in making a positive social impact, alongside building capital for their future.

Ratings

  • Our Discretionary Management Service has a Defaqto 5 Star rating
  • Our Discretionary Management Service is reviewed and rated by RSMR

More information

Reasons why

  • 07 Jun 23
  • 0.15MB
  • PDF

A helpful document designed for financial advisers

Download

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Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.