Discretionary services

If you prefer to delegate the management of your investments, our discretionary portfolio management service provides you with access to the entire market place. Our Professional Portfolio Management Team will utilise the best of the market to deliver your investment objectives and meet your financial goals. It’s a convenient, low-maintenance solution that allows you to concentrate on your business or personal interests, confident that your assets are being professionally managed.
 

A comprehensive selection of investments

We have a range of investment solutions available depending on your appetite for risk and your financial objectives, whether you are seeking income or targeting capital growth. For larger portfolios, your investments can be tailored to meet more specific needs.

Our Portfolio Managers can give you access to a range of investments including stocks, bonds and best-in-breed mutual funds including some not normally available to individual investors.

Whatever the market conditions, our aim is to ensure your portfolio is always in the right place at the right time.