Discretionary approach

Adopting our discretionary approach means that, having agreed the strategy you want to follow, you delegate the day-to-day investment decisions relating to your portfolio to us. This is ideal if you don’t have the time or resources to commit to researching and monitoring the global financial markets yourself.

To ensure all aspects of your investments are managed efficiently, we bring together specialists from both banking and investment perspectives. Before recommending an investment strategy we take the time to understand your circumstances, investment goals and risk profile.

We then work closely with you to help formulate your ideal investment approach. Our innovative Multi-Manager portfolios can help you draw on the expertise of some of the world's leading investment managers. And naturally, if your circumstances or market conditions change, we'll make sure that your investment strategy does too.

Thanks to regular performance updates, valuations and ongoing contact with your investment management team, you'll be kept up-to-date with how your investments are working for you. Contact us today to find out how our discretionary approach can help you build a diversified portfolio.