Discretionary Portfolio Management

An individual service for your clients

 

Give your clients a co-ordinated professional service that reflects their needs and values.

  • Building on trust
    As your client’s trusted financial adviser, you understand their individual objectives and values better than anyone. We will work closely with you to tailor and manage your clients’ portfolios to reflect this understanding and build trust.
  • Investment preferences
    If your clients have preferences or constraints, we can reflect these in their portfolio to match their investment objectives. This lets us create a defined mandate that reflects their ethical concerns or has a bias towards specific asset classes.

     

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Mark Stevens

Head of Intermediary Services

To discover more about our Discretionary Portfolio Management service and how we might be able to help you, please call our team or complete our contact form.

How your clients can benefit

Dedicated investment managers

Whether your clients are individuals, trusts, charities or companies, your dedicated investment manager will work closely with you to create and manage portfolios for your clients that reflect their goals and circumstances.

Choice of wrapper

Investment portfolios can be wrapped in various ways, depending on your client's investment goals. Wrappers include ISAs, SIPPs, SSAS and other pensions, and offshore and onshore bonds.

Our related investment services for IFAs

Master Portfolio Service

Drawing on your understanding of your clients’ investment objectives, you can choose from six pre-defined model portfolios. A discretionary collective-based service for investments from £50,000.

AIM Portfolio IHT Plan

Designed to protect your clients' assets from inheritance tax after only two years, this plan can also be set up inside an ISA. A discretionary service suitable for investments over £100,000.

Platform Investment Service

To help you give your clients outstanding service, we have created a platform investment service to complement other services your clients may be using. 

Structured Product Service

A service created specifically for your clients who want a defined return over a defined period.

Find out more

Mark Stevens

Head of Intermediary Services

To discover more about our Discretionary Portfolio Management service and how we might be able to help you, please call our team or complete our contact form.

Useful downloads

Investment Management Services for Financial Advisers
Investment Management Services for Clients of Financial Advisers
Managing Your Investments for Clients of Financial Advisers

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See how else we can manage your clients' investments