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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

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 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.

Ready to experience bespoke investment solutions from Melville Douglas?

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

You may be interested in
Building your wealth
Global market investment options
Why you should invest in global markets

Investing internationally could increase the diversity of your portfolio, decrease risk and yield a better total return.

Managing your money
Invest your bonus for a portfolio - image
Invest your bonus now for future returns

It may be tempting to spend your bonus on something frivolous, but not doing so can be far more rewarding.

We also offer
International bank accounts
International bank accounts

Open an international bank account today to support your global lifestyle and wealth management

Low maintenance investments
Low maintenance investments

Take a longer term, low-risk approach to your investments with funds that deliver more dependable returns.