Our managed discretionary service aims to give you the peace of mind, safe in the knowledge that your portfolio is being managed by an experienced investment manager. Your portfolio will be tailored to your specific needs, based on your objectives, risk profile and financial circumstances, creating an investment strategy that is right for you. Your Risk Profile is made up of three component parts – your Risk Required (how much risk you need to take), your Risk Capacity (how much risk you can afford to take) and your Risk Tolerance (how much risk you prefer to take). With access to the whole of the market, we have the freedom to select the best options for you. The security of your capital is of utmost importance. We aim to achieve consistent returns over the long term without taking excessive risk and we take great care in crafting diversified portfolios designed to mitigate the risks involved in meeting your objectives.

We will provide you with regular reviews and valuations of your portfolio ensuring you are kept fully informed of all developments. Our secure online site, Raymond James Investor Access™*, provides you with a convenient way to access all your investment accounts, placing your investment information at your fingertips. With an easy-to-use format, you are able to view your portfolio, including your holdings and the last two years’ of transaction history. Investor Access™ provide you with the most up-to-date information on your investment accounts – 24 hours a day, 7 days a week- via any computer, smart phone or tablet.

*Pricing related data is updated within Investor Access™ each business day, typically by 9am GMT. Prices are quoted in the local currency of the holding as at the close of business on the valuation date.