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Keep your eye on the big prize

‘Long-term’ takes on a different perspective when you're building generational wealth.

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Discretionary Portfolio services

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 Discretionary Portfolio services

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
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 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.