Personal
Fully Discretionary Mandate
A fully discretionary mandate where our portfolio managers invest and trade on your behalf, within agreed objectives.
Overview
A bespoke personal solution where the portfolio manager has full authority to make investment decisions and execute trades on your behalf, in line with your agreed objectives.
Under a fully discretionary mandate, you delegate day-to-day investment decisions to our portfolio managers. We build and manage a portfolio aligned to your goals, risk tolerance, and time horizon, and we act on opportunities without needing approval for each transaction.
This solution suits investors who prefer hands-off, professional management, with proactive rebalancing and regular, transparent reporting.
What it offers
- Complete portfolio authority
- Proactive rebalancing
- Tax-efficient management
- Regular reporting
Who it is for
- High-net-worth individuals
- Investors preferring hands-off management
- Clients with clear long-term goals
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.