Day to Day
Investment Management

Discretionary Services

If you would prefer to hand over the day-to-day management of your investment portfolio to your Investment Manager then the Discretionary Services is ideal for you. Your Investment Manager will monitor your holdings and make the investment decisions on your behalf.

Initially we will discuss your investment objectives and attitude to risk to establish the management of your portfolio. Our investment decisions are then made within these parameters and is periodically reviewed with you.

Once the Discretionary portfolio is established we will handle all the paperwork and administration and provide you with comprehensive records. Your Investment Manager will be on hand to provide assistance should it be required. You will be kept fully briefed on the performance of your investments through regular portfolio reviews and valuations. You can also monitor your portfolio online through a secure, password protected area of our website.

Customer care

Our clients’ needs are paramount

Our premium class customer support service is always ready to help you.



Wealth Management & Stockbroking Services

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