Discretionary portfolio services
When you’re serious about results you need to consult with experts. Get your international investment portfolio on the right footing with guidance from our team of discretionary investment professionals.
Learn more about how you too can make use of investment professionals to grow your wealth.
Benefits of our savings and investments
Tailored solutions
We create bespoke, multi-asset investment portfolios designed to meet your specific goals
Hands-on
We are active managers of the various investment funds and portfolios we offer
Globally relevant
Your portfolio of investments can span currencies, markets and asset types best suited to your goals
Many heads
Our multi-manager strategy means you benefit from the best investment minds and managers available
Understanding Discretionary Portfolio Services
Watch how our discretionary portfolio services make global investment simpler.
What you get
- Available in GBP, USD and EUR
- Minimum investable assets US$ 1 million or currency equivalent
- Minimum portfolio size, £ 250 000, US$ 400 000, € 400,000
- Six risk-weighted portfolio strategies and bespoke solutions
- Direct investment, multi-manager and responsible portfolio solutions
- Dedicated portfolio manager
- Regular consolidated portfolio valuations
- Web-based portal, providing 24/7 viewing access
- Monthly portfolio strategy updates
- 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 investable assets US$ 1 million or currency equivalent
- Minimum portfolio size, £ 250 000, US$ 400 000, € 400,000
- Six risk-weighted portfolio strategies and bespoke solutions
- Direct investment, multi-manager and responsible portfolio solutions
- Dedicated portfolio manager
- Regular consolidated portfolio valuations
- Web-based portal, providing 24/7 viewing access
- Monthly portfolio strategy updates
- Global custody facilities
- Investment holding statements
- Consolidated tax vouchers
- Capital and income segregation
Get in touch today
Leave your details for us to call you back, or speak to a relationship manager today.
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