Discretionary Portfolio Service
The majority of our investors ask us to manage their investments on a discretionary basis. This means that we will agree an investment strategy with you and then implement the strategy by carrying out transactions on your portfolio without referring to you before each deal. Contact is encouraged and your investment manager is always available to answer any queries you may have about the investments we are making with your money. The service is suitable for investors who have sufficient funds to invest to diversify their portfolio across a range of individual securities, as well as collective investments. This is a bespoke service allowing us to tailor the portfolio to your specific requirements.
The discretionary service allows you to gain maximum benefit from our expertise without losing touch with your affairs.
Please visit the literature section to download our brochure and rate card for further information on this service.
International Fund Service
The International Fund Service is an investment management service that makes use of collective investments including unit trusts, open-ended investment companies (OEICs), investment trusts and offshore funds instead of individual stocks and shares. They are suitable both for investors who, while familiar with the risks of equity and fixed-interest portfolios, do not realistically have sufficient funds to achieve an acceptable spread of risk in individual stocks and shares and for larger investors who see no logical reason for owning individual shares, and who may prefer the simplicity, yet diversity of underlying management, that these services provide.
We recognise that different investors have different financial objectives and requirements. We do not pretend to be all things to all men, and so we concentrate on the types of portfolio for which, in our experience, there is the greatest natural demand.
Please visit the literature section to download our brochure and rate card for further information on this service.