You are here: Intermediaries > Portfolio Management
Top 5 Investment Ideas
Portfolio Management
Whether your clients prefer the Discretionary Account approach or the Investment Managed Account approach they would always benefit from a personal portfolio manager monitoring their investment portfolio and the stockmarkets.
Discretionary Account
The Discretionary Account gives you and your client complete peace of mind knowing that their personal portfolio manager will make important investment decisions carefully, quickly and responsibly on their behalf.
The portfolio manager will help to establish a risk profile and investment strategy for your client that will aim to produce the best possible returns for their portfolio.
Investment Managed Account
The Investment Managed Account offers a professional advisory service. The portfolio manager will establish a risk profile and investment strategy for your client, and will also obtain agreement before any investment action is taken.
How do clients benefit from these services?
In addition to the dedicated personal portfolio manager, Discretionary and Investment Managed Account clients benefit in many ways:
Both services are provided at a competitive annual management fee based on the value of the client's portfolio and also incur deal commissions.