Discretionary portfolio services

Remove the guesswork from your international investments with discretionary investment services that are personal, professional and productive. Our portfolio managers understand that you’re serious about building your wealth to support your future financial well-being.

Learn more about how you too can make use of investment professionals to grow your wealth.

Some of the benefits

Actively managed

We follow an active investment philosophy with a strong strategic bias

Wide choice

Choose from a range of actively-managed international investment solutions

Appropriate risk

We advise and help build a portfolio so you can meet your investment goals

Proven philosophy

Our rigorous, research-driven process produces outstanding results

What you get

Available in GBP, USD and EUR
Minimum Investment £ 250 000, US$ 400 000, € 400,000
Six risk-weighted portfolio strategies
Equity, fixed income, alternative and cash assets
Dedicated Portfolio Manager
Regular consolidated portfolio valuations
Web-based portal, providing 24/7 viewing access
Monthly portfolio strategy updates
Quarterly Investment Review and Outlook
Global Custody facilities
Investment holding statements
Consolidated tax vouchers
Capital and income segregation

What it costs

Please see the management and dealing fees

What you get
What it costs

Available in GBP, USD and EUR
Minimum Investment £ 250 000, US$ 400 000, € 400,000
Six risk-weighted portfolio strategies
Equity, fixed income, alternative and cash assets
Dedicated Portfolio Manager
Regular consolidated portfolio valuations
Web-based portal, providing 24/7 viewing access
Monthly portfolio strategy updates
Quarterly Investment Review and Outlook
Global Custody facilities
Investment holding statements
Consolidated tax vouchers
Capital and income segregation

Please see the management and dealing fees

Discretionary Portfolio Services

Get in touch today

Leave your details for us to call you back, or speak to a relationship manager today.

Services pack

Discretionary Portfolio Service

716 KB

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Management fee tariffs

231 KB

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Strategy Update | July 2019

811 KB

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Find out about the discretionary investment services offered by our boutique investment manager.

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Please note

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Standard Bank Offshore Group does not in any way represent, recommend or propose that any securities and/or financial or investment products or services that may be referred to in this Site are appropriate and/or suitable for a particular investment objective or financial situation or needs. You should read the relevant Prospectus or Terms and Conditions in order to obtain detailed information and you should always consult a suitably qualified professional adviser to obtain appropriate financial, legal, tax and other advice.

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