Discretionary Management
Many of our clients choose to manage their investments through our market-leading Discretionary Management service. This allows them to hand over day-to-day investment decision-making on their portfolio to our experienced Investment Managers.
Our core service, Discretionary Management gives access to professional expertise without the administrative burden associated with the day-to-day running of an investment portfolio. Once you have given us broad instructions – for instance, to set up a medium-risk portfolio – we will then make all the decisions on your behalf. This kind of management also enables us to act swiftly when circumstances change. We currently manage more than £10 billion of our clients’ money in this way.
As part of our Discretionary Management service, we can build a personalised portfolio made up of collectives such as investment trusts and unit trusts and other specialist investments such as fixed interest securities. This Collective Investment Management service is a way of potentially reducing the risk of investing in equities.
Please note, the value of your investments and any income from them may go down and you may get back less than you invested. If you are unsure about the suitability of this service, please contact us for advice.