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

PDF

Open Download

Management fee tariffs

231 KB

PDF

Open Download

Strategy Update | October 2019

657 KB

PDF

Open Download

Ready to experience bespoke investment solutions from Melville Douglas?

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

Tell me more

Please note

Our Investment Solutions website you are about to access is intended only for international retail (individual) or institutional investors. The Site is not intended for, or permitted to be accessed or used by, any retail (individual) investors or institutional investor resident or situated in South Africa, the European Union, United States of America (including each of its states, territories and possessions), or any other country or territory which restricts the distribution of this information. Persons accessing this Site are required to inform themselves of any relevant restrictions and observe them.

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.

Standard Bank Jersey Limited is regulated by the Jersey Financial Services Commission to conduct investment business and fund services business under the Financial Services (Jersey) Law 1998. Melville Douglas is a registered trading name of Standard Bank Jersey Limited.

While all care has been taken by Standard Bank Offshore Group in the preparation of the information contained herein, Standard Bank Offshore Group does not make any representations or give any warranties as to the correctness, accuracy or completeness, nor does Standard Bank Offshore Group assume liability for loss arising from errors in the information irrespective of whether there has been any negligence by Standard Bank Offshore Group, its affiliates or any other employees of Standard Bank Offshore Group, and whether such losses be direct or consequential.

By clicking “ACCEPT" below, you consent to the above terms and conditions and, in particular, you confirm that by accessing this Site you will not contravene, or cause Standard Bank Offshore Group to contravene, any law that seeks to regulate financial promotions both in the country of your residence and in the country in which you are viewing this Site.