Discretionary ...
Our core service is the management of portfolios on a discretionary basis. This provides us with the flexibility to react quickly to fast moving markets and changing economic circumstances.
When we have a discretionary mandate, we agree an objective with the client and a benchmark before we begin to invest, drawing on a number of factors including income requirement and tolerance for risk. Often clients have their own views about the kind of portfolio that they want, and again this is established at the outset.
We send contract notes when we deal. Account statements can be sent quarterly or half yearly, with a performance comparison and a list of transactions.
You simply agree your investment goals and then allow us to take care of monitoring your holdings and making the investment decisions regarding the content of your portfolio.
We will provide you with regular reviews and valuations of your portfolio ensuring you are kept fully informed of all developments. If you wish, you may also access your valuations and statements through our online investor access facility.