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"...straightforward financial advice today, tomorrow and for your future..."

Bespoke Investment Portfolio Design

We realise that some of our clients require more specialised guidance and advice with their investments. To this end we have strategic options available, which offer a much more ‘hands on’ approach.

Portfolio management is all about strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other tradeoffs encountered in the attempt to maximise returns and manage risk.

Portfolio management is the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individual needs and balancing risk against performance.

Discretionary Fund Management costs vary between managers, but generally they make no charge to invest (or to disinvest) with them and charge an Annual Management fee in the range of 1-1.25%. However, because they tend to deal in ‘institutional units’ of investment funds that may have 0.75% p.a lower fund charges, this reduces the annual cost.

As they can buy and sell funds with very low or no initial charge, costs can be lower when compared to the normal retail routes.

Our Key Skills

We are able to organise a Discretionary Fund Management structure that offers the following advantages:

  • Personal contact with an investment manager
  • Investment supported by a large research department
  • Consistent portfolio review and investment processes
  • Portfolios stay closely aligned to the desired profile
  • Access to funds & assets not normally available to private investors

We will guide you through the process of comparing a Discretionary Management service to other managed portfolio design, taking into account the true costs of all options available to you.