Professional Partners
Portfolio Management
We have arrangements in place to provide a bespoke discretionary fund management investment service for your clients. This service is ideal for clients who require an investment portfolio tailored to their specific circumstances.
Firstly, we work closely with your client to ensure they meet with a selection of discretionary fund managers at their offices, enabling them to have a good look "under the bonnet".
This process has proven to be extremely successful as it allows your clients to make an informed choice and ensures they are happy and comfortable with their chosen fund manager. They are then able to work with them to establish their needs and ambitions, leading to the implementation of an appropriate investment strategy.
In view of our ongoing business relationships with a number of respected discretionary fund managers, we are ideally placed to negotiate favourable investment terms for your clients, securing lower initial annual management charges.
If you would like to speak to us about portfolio management or would simply like more information, please feel free to contact us without obligation.
