Discretionary Portfolio Management

The Discretionary Portfolio Management service is available if you wish to appoint us to make the day-to-day investment decisions on your behalf.

Our investment managers work closely with you to understand your goals and aspirations. This allows us to create and manage a tailored investment portfolio in line with your specific requirements. Our discretionary service is suitable for both inexperienced investors who want to access a sophisticated investment management service, and sophisticated investors who do not wish to manage their own investments.

Why choose our Discretionary Portfolio Management service?

Personalised Service

If you would like to work with a dedicated investment manager who will spend time with you to understand your needs and aspirations.

Tailored Portfolio

If you would prefer an investment portfolio designed and managed in line with your personal requirements, time horizon and risk profile.


You have access to your investment manager whenever required, as well as information about your portfolio via our online client portal.

Our investment philosophy and process


Related Links

Primary Contact

Marc Schroeder