Discretionary Investment Management

Day to day management of your wealth

Discrete yet transparent asset growth

Our discretionary management service provides clients with the facility to delegate the day-to-day management of their investment portfolio to our team of investment management professionals. The service acts a discrete yet continuous assessment on the performance of your portfolio, whilst limiting input requirement as assets grow in the background.

Total management solutions

Clients who avail our discretionary management services are appointed with a dedicated investment manager and administrative team, who will take responsibility for the management of their investment portfolio. Whilst keeping the client's investment profile in full focus, the investment manager will have the freedom to make investment decisions on the client's behalf, relieving the client of unnecessary stress and complexity that comes with managing a portfolio across a consideration of asset classes.

Reporting and transparency

The aim of our discretionary service is to allow your investments to work for you while you enjoy the finer things in life. Even so, we do not keep our clients in the dark when it comes to the performance of their portfolio, and schedule, at the client's convenience a periodic evaluation and performance review, with accompanying strategic recommendations for independent or third party consideration.

Benefits at a glance

  • Financial decisions and administrative duties performed solely by a qualified, dedicated investment professional and his or her support team.
  • Unrestricted access to with the dedicated investment manager and key support staff.
  • Clients can dictate instruction towards or away from a preferred type of investment sectors. For example, some clients do not wish to invest in tobacco or armament sectors.
  • Crucial timing of transactions can be executed in favor as opportunities arise and threats emerge.
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