London & Capital

Home - Investment strategies - Discretionary portfolios

Discretionary portfolios

Our discretionary wealth management service is designed for people who want to access our investment expertise and also make us responsible for day-to-day financial decisions. With specialist investment teams and sophisticated processes in place, we offer considered advice and create an investment portfolio that meets your needs. We combine global financial market insight with a personal approach to our relationship with you.

  • Our core investment proposition comprises three strategies offering different return targets and risk tolerances – conservative, balanced and growth.
  • They invest in a wide range of traditional and alternative asset classes including equities, fixed income, commodities and hedge funds.
  • We use various strategies to manage investment risks, such as extreme falls in market value, bond defaults and foreign exchange movements.

Our model portfolio is an equal blend of all three strategies. It offers high degree of diversification in order to reduce risk and has achieved an annualised return of more than 9% since 1991*. Working together, we determine the optimum balance of investments to meet your objectives.

*as at 30th September 2011. Model portfolio.