Our discretionary service is for people who want support making decisions, creating investment portfolios and taking away their financial administration.
Our service is called discretionary because your relationship manager has the ‘discretion’ to make investment decisions for you. It combines the discipline and rigour of our uniform investment process with the flexibility of our truly personal service.
You should make sure that you understand the risks of investing, which include the possibility that your investment may fall in value and that you may get back less than you originally invested. Further details of all of these risks are explained in our literature and throughout the website; if you need help please talk to us or your financial adviser.