Discretionary services
Your portfolio on your terms, steered by us
An actively managed portfolio without the responsibility of day-to-day decision making.
About our discretionary services
This option is best suited for investors who prefer to delegate the management of their investments. We’ll work out the best strategy with you and then make investment decisions on your behalf in line with the agreed objectives. The value of investments can fall as well as rise. You may get back less than you originally invested.
Expert portfolio management
Your investments will be managed by our portfolio management team, who’ll use our extensive resources, capabilities and research to help you achieve your financial ambitions.
Performance tracking
You’ll have immediate access to your portfolio online, so you can track its performance and review its progress with your Wealth Manager whenever you want to. You’ll also get regular reports and statements, so you’re always fully up to date.
More time for you
Our discretionary services enable you to concentrate on your personal and business needs, confident in the knowledge that your assets are being expertly managed in line with the financial objectives you agreed with us.
