A Comprehensive Investment Solution
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.
Our services include:
- Trust and Charity Portfolio Management
- Managing and advising on SIPP funds
- Offshore Bond Discretionary Management
- International Portfolio Management
- IHT/EIS Portfolio Management
- Transfers of ISAs
- Portfolio transfers from stockbrokers and banks
- Managing and advising on Final Salary funds
- SSAS funds
For further information please complete our online form or get in touch.
The value of investments can fall and your clients may get back less than they invested.
Your clients current ISA manager may charge then to transfer their ISA. There may also be a period during transfer where funds are not invested in the market and this may be detrimental to the value of their portfolio.
Currency movements can adversely affect the value of those investments not denominated in Sterling.