Your Portfolio Management
Balancing delegation with personal control, we can manage your investments on a discretionary basis (“we invest it for you”), or provide you with an advisory (“we invest it with you”), or execution only (“you invest it yourself”) service.
Discretionary management enables you to leave the day-to-day decision-making and administration of your investment portfolio to us.
Having agreed your investment requirements with you, your investment manager can use their extensive expertise and direct access to markets to respond dynamically, without the need for your prior consent to each transaction. We will always be available to discuss your portfolio with you and for regular face-to-face meetings.
Our advisory service leaves the final investment decision with you. Your investment manager will offer advice, on the basis of your ongoing relationship, as and when requested by you. On certain occasions we may also put forward investment proposals or suggestions for possible amendments to your asset allocation, in accordance with your wealth requirements and investment profile.
This service is more appropriate if you wish to remain closely involved with the day-to-day management of your portfolio, with a clear understanding of your investment needs. We use our knowledge to support your investment decisions and will encourage regular discussion.
The execution-only service is appropriate when you wish to make your own investment decisions and do not require adviceIf you wish to make your own investment decisions and do not require advice, we offer an execution only service. We follow your dealing instructions accurately and efficiently and take care of all the associated administration on your behalf.