DISCRETIONARY PORTFOLIO SERVICE
We offer our DPS service to individuals wishing to invest more than £200,000
Your investment goals are unique and are likely to change at different stages in your life. Opportunities are wide and the investment environment is constantly changing, with low interest rates and a constant flow of economic data. In a world marked by instability, our Discretionary Portfolio Service will give you confidence that your investment goals are achievable.
What is a discretionary investment portfolio?
Giving discretion over your investments means that day-to-day decisions on what to buy and sell and when to act are made by your investment manager. They will recommend a portfolio of investments that matches your objectives and they will make adjustments depending on market and economic changes as well as shifts in your timeframe, risk tolerance and objectives.
You will be assigned your own dedicated investment manager who will create your bespoke investment portfolio. This will be designed according to your personal investment objectives and with consideration to your individual attitude and tolerance to risk.
Your investment manager will check regularly with you to see if your requirements or personal circumstances have evolved and make adjustments if necessary.
If you want more information at any time, you can contact your investment manager who will be happy to help.
Share your goals with us
Come and see us so we can start working to get you closer to your personal financial goals.
Would you like to review your portfolio or speak to an investment manager?
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Award-winning Investment Director
Winner, Wealth Manager of the Year– City of London Wealth Management Awards 2017
Gold Rating, Diary of a Fund Manager – Portfolio Adviser Wealth Manager Awards 2017
Winner, Outstanding Achievement – City of London Wealth Management Awards 2016