Discretionary portfolio management

Our core service remains the management of portfolios on a discretionary basis. This provides managers with the flexibility to react quickly to fast moving markets and changing economic circumstances.

When we have a discretionary mandate, we agree an objective with the client and a benchmark before we begin to invest, drawing on a number of factors including income requirement and tolerance for risk. Often clients have their own views about the kind of portfolio that they want, and again this is established at the outset.

We send contract notes when we deal. Account statements are usually sent each quarter and valuations every six months, with a performance comparison and a list of transactions.

Contact us

For more information on our discretionary portfolio management service contact a member of the team.