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Portfolio Management
Whether you prefer the Discretionary Account or the Investment Managed Account approach you would always benefit from a personal portfolio manager monitoring your investment portfolio and the stockmarkets.
Discretionary Account
The Discretionary Account gives you complete peace of mind knowing that your personal portfolio manager will make important investment decisions carefully, quickly and responsibly on your behalf.
Your portfolio manager will help you establish a risk profile and investment strategy that will aim to produce the best possible returns for your portfolio.
Investment Managed Account
The Investment Managed Account offers you a professional advisory service. Your portfolio manager will establish a risk profile and investment strategy, and will also obtain your 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 services are provided at a competitive annual management fee based on the value of your portfolio and also incur deal commissions.
Small Trust Service
The Small Trust Service is designed for portfolios of less than £50,000 which require exposure to the stock market. Investments are made in a range of specially selected investment funds rather than directly into shares with regular portfolio reviews.