Our Discretionary Investment Management service allows you to hand over the management of your portfolio to a highly experienced Investment Manager.
Through our bespoke service we offer an independent, personal approach and work closely with our clients to identify their investment objectives. We work hard to understand their aspirations and consider a broad range of investments – including cash, fixed interest, equities and alternatives such as infrastructure – in helping them achieve their goals.
We work with families, individual investors, trusts, charities, pension funds and intermediaries to build wealth over the long term.
We understand your income and growth expectations. Your Investment Manager will monitor the holdings, making decisions on your behalf, within the agreed risk profile.
The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. It should be noted that stock market investing is intended for the longer term.