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Personal Wealth » Wealth Management » Discretionary Services

Discretionary Services

“Knowledge is of no value unless you put it into practice” - Anton Chekhov

A little knowledge can be a dangerous thing, especially in the world of investment. In an increasingly volatile environment, what appears to be a good idea can turn into a bad one quite quickly. The investment landscape is an ever-changing one and it is our job to know it inside out, and to put our knowledge into practice by managing investments on a discretionary basis. This effectively means that we try to have your money in the right place at the right time. We run a range of model portfolios, most aiming for capital growth but some concentrating upon the provision of a consistent and attractive level of income.

Our Tactical Range caters for investors who are conservative as well as those who prefer to take a higher level of risk. Our Benchmark Range attempts to beat appropriate benchmarks, while our Lower Turnover Range will appeal to those whose priorities are for passive funds combined with lower charges.

For Pension Funds we run our Platinum Range including a portfolio for Socially Responsible Investors, as well as a dedicated Lower Turnover Pension Range which mirrors the non-pension Lower Turnover funds. Our ‘Pension’ range is run in the acknowledgement that pension investors can take a longer term view with their investments.

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