Our Discretionary Portfolio Service is designed for the investor who does not wish to be actively involved in the day to day decision making process for their investments.
There are four discretionary offerings with a number of investment strategies to choose from.
Bespoke Investment Management
We offer the option for bespoke investment management with the primary aim of preserving and growing your clients’ wealth.
Our focus is on multi-asset class allocation which requires a robust investment strategy with research at its heart. Our bespoke portfolio service is managed by our Chief Investment Officer, David Beaton.
The minimum investment account balance for our bespoke service is €250,000.
For more information contact our Chief Investment Officer,
David Beaton, firstname.lastname@example.org.
Global Equity Compounder Portfolio
Quality compounders share some common characteristics which we believe are key to achieving good investor returns over time: strong competitive position, ability to grow revenues and earnings sustainably over time, strong and/or improving Return on Invested Capital and cash generation capabilities, and management commitment to return capital via share buybacks and/or dividends.
Global Equity Income Portfolio
Our aim is to improve long-term risk-adjusted total equity returns while maintaining a balanced exposure to dividend yield, quality and dividend growth.
Our rationale is that in a low yield and low economic growth environment, it is increasingly difficult to generate income. The thinking behind this strategy is that companies with an ability to pay higher dividends on a sustained basis generally provide stable growth opportunities.