Private Office Asset Management
•Managed Advisory Service
•Discretionary Services
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DISCRETIONARY SERVICES
We are able to offer a variety of discretionary investment solutions for clients who prefer to have their investment portfolios managed without the need for them to be consulted prior to changes being made within their portfolios between reviews.
There are a plethora of city investment institutions offering discretionary services, each with their own house style of managing money and managing risk. Each has their distinct asset allocation, stock selection and fund selection processes and differing skills in the use of alternative strategies to complement the more traditional asset classes.
Being totally independent, we are able to match the most appropriate discretionary manager to our clients based upon our clients individual risk profile and objectives. Discretionary mandates will be managed by third party discretionary service providers via the Private Office Asset Management wrap platform nominee facility.
As with our Managed Advisory Service, we remain of the view that it is desirable to hold regular face to face performance review meetings to ensure that the evolving needs of our clients continue to be matched.