Access to independent investment management solutions to help achieve your planning goals
We enable access to professional discretionary management cost effectively. The investment managers we recommend have full discretion to invest on your behalf, within the agreed risk parameters, with the aim of outperformance of their benchmarks whilst diversifying your risk through a large number of underlying holdings.
Discretionary management means ongoing rebalancing of the assets to ensure a consistent risk profile. This active approach is our preferred investment style because it occurs more frequently than we could review each of our client portfolios. The constant monitoring and rebalancing remove the responsibility and time costs for you and ourselves as your adviser.
You will always be invested in approved assets that have been researched and are being monitored by the investment manager. When the manager believes that an asset is not likely to provide the returns expected, they can sell it immediately. Unlike an advisory style of investing there is no need to contact you in this situation, the manager has the discretion to take action on your behalf.
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