The asset management process and the level of service is the same for each service. The difference is in how we execute investment decisions. In the Discretionary Managed Service we make decisions for you and in the Advisory Managed Service you make the investment decisions yourself.

However, before you decide which service is best for you, the first stage in any relationship is to get to know you and discover what you want from your investments. Once your objectives are identified we will construct a portfolio tailored to your requirements.

Whichever service is suitable, a specialist asset manager will be allocated to you and it is their job to construct your portfolio. We always seek to achieve the highest level of consistent returns possible at the level of risk you are comfortable with.

Your manager will be responsible for all aspects of the client relationship and will regularly meet with you to keep you updated on the latest developments for the strategic management of your portfolio.

This will comprise a broad range of traditional and contemporary asset classes using specialist managers, as identified by our investment team. This is covered in greater detail in the sections entitled Our Style and Risk Management.

Both Discretionary and Advisory receive the same levels of contact with their asset manager and the same amount of client information in the form of valuations, market commentary and portfolio analysis.

If you would like further information on our services and whether we could work for you, please contact us.