What We Do

Discretionary Fund Management

Discretionary Fund Management - Placing your trust in our experience

Discretionary fund management makes up the majority of our business. You give us the discretion to invest your money, within agreed parameters, having determined your objectives, attitude to risk and investment horizon. This allows your Investment Manager to invest your portfolio more efficiently under changing market circumstances without needing to seek confirmation for each transaction.

We are here for you over the long term, and believe that regular communication is the best way for us to understand those changes and to adapt your investment strategy to meet these. We want you to make the most of us always being available to listen and offer guidance, and by actively managing your personal portfolio we provide you with the comfort of knowing you are our priority.