Our clients can choose how much involvement they have with the management of their financial assets.
Our Discretionary portfolio management service is appropriate for clients who wish to delegate all investment decisions to us. Our investment process defines the structuring of these portfolios, but the day-to-day management is given to each client's investment manager.
Our Advisory portfolio management service is for clients who wish to be more involved with the investment strategy and with all decisions made on their portfolio. The investment manager will have an understanding of each client's objectives and levels of risk, and will communicate investment ideas to meet these objectives. However, no transactions will be executed without the prior agreement and instruction from the client.
Our Execution-Only service enables clients to retain full control over their investments by making use of our dealing and custody service.