Investment Services

Discretionary Management

We can actively manage a portfolio of investments, including equities, bonds, property and other alternative assets (i.e. hedge funds, commodities and other assets).

This may be done either directly in the name of an individual or via another vehicle such as a trust, company or fund.

An investment mandate is agreed with our client based upon their circumstances and preferences, such as time horizon, tax circumstances, risk preferences and income or capital requirements.