Our Discretionary Investment Service allows you to hand over the day-to-day management of your investment portfolio to us within agreed parameters for different asset classes, sectors and foreign currency.
This service allows for a comprehensive and continuous portfolio management from an investment professional. Through our Discretionary Investment Service, we can react quickly to situations as they develop. Your portfolio will be closely monitored to ensure that it continues to perform in accordance with your risk parameters and strategic objectives. The Discretionary Investment Service allows us to take advantage of appropriate opportunities on your behalf and report these to you as they arise.
During our introductory meetings, we will discuss your investment objectives and attitude to risk before formulating guidelines for the management of your portfolio. Our investment decisions are then made within the parameters set out in the Client Profile – although our mandate will be periodically reviewed with you.
Once the discretionary portfolio is established, we will handle all the paperwork and administration, and provide you with comprehensive records and reports on a monthly basis or as requested by yourself. You will be kept fully briefed on the performance of your investments through regular portfolio reviews and valuations.
