Service offering
Our Discretionary Management service gives your clients access to a broad universe of investment assets. These range from equities and bonds to investment funds and hedge funds, underpinned by the added benefit of institutional terms where suitable and available.
Our services include:
- Trust and charity portfolio management
- Managing and advising on SIPP funds
- Offshore bond discretionary management
- International portfolio management
- Transfers of ISAs
- Portfolio transfers from stockbrokers and banks
- Managing and advising on final salary funds
- SSAS funds
Portfolio administration
In today’s fast-changing marketplace, managing a client’s portfolio has become a full-time job in its own right, yet it is just one of the many demands on a busy IFA’s time. As more and more IFAs are discovering, you can delegate some of the regulatory and administrative burdens of your client's portfolio to Brewin Dolphin and free up time to focus on what you do best - financial planning and growing your business.
Your role is then to oversee our investment process on behalf of your clients and keep us updated on your clients’ circumstances. Clients’ portfolios are looked after on a day-to-day basis and managed strategically in partnership with us - offering your clients the best of both worlds.
