Investment Management

If you are looking for proactive investment management that offers the potential for superior returns to a passively held portfolio, our discretionary investment management service (DMS) could help.

Under DMS, we work with you to establish your investment objectives and attitude to risk. You then delegate your investment strategy to one of our highly experienced Investment Managers who will manage your portfolio day to day.

By removing the delay in having to refer to you for each decision, we can take a more proactive stance in managing your investments, capitalising on opportunities for you as they arise and reacting swiftly to market conditions.

Our commitment to you is that we will only ever make changes to your portfolio where we feel it is in your best interests, and then always with your objectives in mind.

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