Personal
Partially Discretionary Mandate
A partially discretionary mandate that keeps you involved in key decisions, supported by our expertise.
Overview
A personal solution where the portfolio manager operates within parameters you define, balancing professional expertise with your own involvement in key decisions.
A partially discretionary mandate lets you stay close to your investments while drawing on our research and execution. You set the parameters and retain control over key decisions, and we manage within those boundaries.
It is well suited to investors who want professional guidance but prefer to remain actively involved in shaping their portfolio.
What it offers
- Client-guided parameters
- Collaborative decisions
- Customised constraints
- Transparent execution
Who it is for
- Investors who want to stay involved
- Clients with specific constraints
- Those seeking guidance with a degree of control
The value of investments can go down as well as up, and past performance is not necessarily a guide to future performance. This page is for information only and is not investment advice or an offer to invest. Please speak to our team before investing.
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Speak to an investment professional about how this strategy fits your objectives, risk tolerance, and time horizon.