Investment Management

How your investments are managed on an ongoing basis is up to you. We will take the time to understand your level of expertise so we can recommend an investment service that fits with how much interaction you require with your Client Advisor.

You can choose to let your experienced Client Advisor take care of your portfolio, through our Discretionary Management Service. Alternatively, you can opt for our Advisory Service, where you can be more involved in making decisions, by having each recommendation referred to you before being executed. Or if you prefer, you could opt for Execution Only, where we just carry out trades on your instruction.

Your investments are researched by our experienced and well-resourced Investment Office team, responsible for all aspects of research, ranging from asset allocation to fund and stock selection, and portfolio construction. In essence, the research team is evaluating which assets, countries, regions or sectors look attractive and which individual companies or funds are likely to outperform.

We will also work with carefully selected third parties where we believe they add value to our investment approach. The next steps are to put the constituent parts and individual selections within a portfolio, which is aligned to your objectives and risk profile.