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Portfolio Management
Your organisation deserves the most appropriate investment advice possible, whether you prefer the Discretionary Account or the Investment Managed Account approach, your organisation would always benefit from a personal portfolio manager monitoring your investment portfolio and the stockmarkets.
You choose the option that works best for your organisation
No two organisations are structured in the same way so choosing the right type of account is paramount to running a successful investment portfolio.
Discretionary Account
The Discretionary Account gives your organisation peace of mind knowing that the portfolio manager will make the important investment decisions carefully, quickly and responsibily on your organisations behalf.
The portfolio manager will help your organisation to establish a risk profile and investment strategy that will aim to produce the best possible returns for your organisations portfolio.
Investment Managed Account
The Investment Managed Account offers a professional advisory service. The portfolio manager will establish a risk profile and investment strategy, and will also obtain your organisations agreement before any investment action is taken.
How do I benefit from these services?
In addition to your dedicated personal portfolio manager, Discretionary and Investment Managed Account clients benefit in many ways:
Both types of account are provided at a competitive and straightforward annual management fee based on the value of the portfolio along with commissions on dealing activity.