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 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.