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Understanding Discretionary Portfolio Services

Discretionary Portfolio services

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

Wide choice

Choose from simple savings accounts for short, medium or long term goals

Actively managed

Our investment funds follow an active investment management philosophy

Flexible options

Choose the currencies, markets and investment terms that suit your goals

Multi-manager

Our success rests on the right blend of managers and investment styles
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.

Ready to experience bespoke investment solutions from Melville Douglas?

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