Discretionary Investment Management

Our discretionary investment management service enables you to delegate the management of your investment portfolio to our team of experienced investment managers. Unusually for a boutique wealth management firm, our team includes two investment managers who hold the Chartered Financial Analyst^® designation^† which compels them to operate to the high level of professional standards and ethics established by the CFA Institute. Our team will use their extensive knowledge and experience to look after your investments on a day-to-day basis, making any investment decisions on your behalf as and when required.

The multi-asset investment solutions (strategies) that we provide for our clients are based on a range of factors including their personal financial circumstances, attitude to risk, age, health, existing investments, employment prospects and understanding of financial markets. While many of our clients are able to take the important first step of organising a good financial plan, we can enhance this plan and put in place a sensible investment strategy that uses the most appropriate investments for their requirements. This strategy will then be regularly reviewed and, where necessary, modified to ensure that your financial objectives continue to be met.

^†CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute.