Discretionary Portfolios

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 Service

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.

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Vantage

Vantage is made up of 3 ready-made strategies, with the objective of performing well when markets are favourable and safeguarding capital in volatile conditions. Portfolios have been constructed to meet predetermined risk levels.

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Global Equity Compounder Portfolio (Segregated Discretionary Portfolio)

The objective of the Global Equity Compounder Portfolio is to actively invest in a diversified global portfolio of high-quality companies that offer compounding attractive returns and lower volatility over time.

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Global Equity Income Portfolio (Segregated Discretionary Portfolio)

The objective of the Global Equity Income Portfolio is to invest in a diversified global portfolio of financially-strong, well-managed companies that have a proven record in paying an attractive dividend and have management commitment to consistently increase it. 

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