Discretionary fund management

Bespoke portfolio management underpinned by an understanding of your client's individual needs, objectives and risk appetite is essential to preserving and growing their wealth. 

Every client is different – and the relationship between professional adviser and investment manager is of paramount importance in meeting their needs. Clear parameters, agreed investment benchmarks and regular communication will help create a strong and efficient working relationship – with trust and integrity at its core. 

The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.

Meeting your needs


Our core discretionary fund management service gives you the peace of mind that your client’s portfolio is being actively managed across a range of assets within agreed objectives and parameters – without taking undue risks.


Our tailored service combines top-down asset allocation with bottom-up stock selection to add optimum value. 


You’ll have direct access to the investment managers looking after your clients’ portfolios, which means we can react swiftly to changing circumstances. 


We provide ongoing risk management through internal monitoring and periodic reviews.


You’ll receive regular review meetings, as well as quarterly account statements, and valuations every six months.

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