We understand that appointing an investment manager is an important decision and not to be undertaken lightly. We hope the following information will help to answer any questions you may have about our portfolio management service.

Discretionary Service

We only provide discretionary portfolio management. This means that you delegate to us the ongoing management of the investments within your portfolio. Our investment managers keep a continuous eye on your portfolio, making and implementing the day-to-day investment decisions on your behalf, within a framework that we agree with you at the outset.

As the global investment environment has become more complex, the need for investment managers to respond quickly to situations has become increasingly important. Market intelligence frequently requires us to make decisions to buy or sell stock on behalf of clients before prices fully react.

A discretionary service gives us the ability to implement investment decisions quickly and efficiently on your behalf, as well as involving you in the minimum of investment administration and burdensome paperwork.