Designed to support you and your clients manage their investments with a tailored service, our discretionary service comes with a dedicated investment professional who will create and then manage bespoke client portfolios in line with their specific requirements.
Clients investing £350,000 and above will benefit from having the OneSIPP initial and annual charges waived. Please read the OneSIPP At A Glance document for further details on charges.
The team has been established for more than 15 years and has experience across a range of asset classes including equities, fixed income, property (listed and non-listed) and alternatives. They have the expertise required to seek out investment opportunities from around the world and adapt to a continuously changing investment environment.
As well as providing the choice of active and passive investments, our portfolio managers are able to create bespoke ethical portfolios which are focused on meeting investment objectives while reflecting ethical considerations. With over 20 years' ethical investment experience, we are proud to offer this capability as part of our DFM service.
Working in partnership with you
Our discretionary management teams have offices across the country and will work with you and your clients to build portfolios to suit their financial needs and requirements. You can speak to our portfolio managers as much or as little as you like, and we encourage regular contact so that we can review performance and respond to any changes.
Find out more about our DFM service