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
-
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
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
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Ready to experience bespoke investment solutions from Melville Douglas?
Find out about the discretionary investment services offered by our boutique investment manager.
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