This allows us to move quickly as investment markets can change rapidly, so it can be beneficial to take action immediately if there is a change of circumstance. We then report any changes to the portfolio to you on a quarterly basis and will meet in person, at least annually, to discuss any changes to your plans or circumstances and discuss what this means for your investment strategy going forward.

Safe custody of the assets in your portfolio is held by Pershing Securities Ltd, a wholly owned subsidiary of the Bank of New York Mellon which has $13 trillion in assets under custody or administration making it the world’s largest custodian.

If you would like further information on our Discretionary Managed Services, please contact us.