How do we manage your portfolios?

JLT Investment Management offers a discretionary investment management service (DMS). Under the DMS your investment objectives and attitude to risk are established, then the investment strategy is delegated to one of our highly experienced Investment Managers who will manage the portfolio on a day to day basis.

Under the DMS the Investment Manager is authorised to make changes to the portfolio as and when required, without having to refer back to you. This enables us to take a proactive stance in managing your investments, capitalising on opportunities as they arise and reacting to market conditions swiftly.

Whilst we would stress that changes are only ever made to portfolios where it is felt to be in your best interests, and then always with your objectives in mind, it is firmly our view that proactive investment management offers the potential for superior returns to a passively held portfolio.