Discretionary Portfolio Service

If you’re looking to invest £200,000 or more, our Discretionary Portfolio service offers an investment management solution that is tailored to your needs. Your dedicated investment manager will work through your requirements and objectives to build a portfolio that really works for you.

Your investment manager will actively manage your portfolio, taking care of any investment decisions and adopting an active approach to ensure that we take advantage of the best investment opportunities around the world.

Your investment manager will always act in your best interests by following your stated objectives and restrictions and report back to you regularly.

Why Choose DPS:

  • Experienced: We are one of the oldest and largest investment management firms in the UK and our investment managers have an average of 19 years investment experience. Therefore, you can rest assured that your investments are in good hands.
  • Well-resourced: With our substantial resource of dedicated research analysts, you can be safe in the knowledge that we are equipped with the tools and information to make the right investment management decisions for you.
  • Bespoke: Your investment manager will work closely with you to create genuinely bespoke portfolios that aim to meet not only your investment objectives and personal risk requirements, but also cater for cherished holdings and capital gains management.
  • Accessible: Our open-door policy means you will always have access to your investment manager and their experienced team, where and when you need it. We have a network of regional offices throughout the UK, Ireland and Jersey, making us ideally placed to provide a local, personal approach giving you the service you need in a location that works for you.