DISCRETIONARY PORTFOLIO SERVICE

We offer our DPS service to individuals wishing to invest more than £200,000

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Investing successfully can be daunting for all but a seasoned professional.

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.

Bespoke service

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.

You will also enjoy a truly personal, convenient, local service thanks to our network of 14 locations across Ireland and the UK and with an offshore presence in Jersey and a DIFC Dubai branch.

Expertise

Quilter Cheviot is one of the oldest and largest investment management firms in the UK. Our investment managers have an average of 19 years’ investment experience. You can be assured of the attention of an experienced investment manager who has a deep understanding of a broad universe of investments and a discretionary arrangement that enables them to take advantage of investment opportunities.

Trust

You can speak to your investment manager whenever you want – you will have their direct telephone number and email address. As well as regular meetings, you can see them when you want – we have an open-door policy for clients.

Your investment manager will check regularly with you to see if your requirements or personal circumstances have evolved and make adjustments if necessary.

Reporting

You will receive regular reports on your portfolio’s performance and you can view your account details at any time using our secure website and apps.

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.

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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