If you prefer to delegate completely the responsibility of monitoring your portfolio closely to a trusted professional, you should consider Discretionary Portfolio Management. A designated Relationship Manager will take the time required to develop a deep understanding of your personal ambitions and preferences, be it financial security, to provide for the future of your children, early retirement or the desire to fulfil long-held ambitions. Although you will be providing a mandate to the Portfolio Manager to manage your portfolio in line with the agreed investment objectives and risk profile, you will be kept informed of any investment transactions executed under your portfolio.
A Strategy Customised to Your Needs
Once we have taken an accurate profile of your unique financial personality and appetite for risk, we will draw upon the collective wisdom of our dedicated research team and propose the portfolio strategy that aims to optimise your wealth while matching it to your investment profile – be it one of acceptable risk or a highly cautious one.
Balancing Risk and Reward
As soon as your portfolio is set up, we will set a performance benchmark against international indices. We will hand pick best-of-breed investment instruments and then monitor performance, with the aim of achieving a balance between risk and reward.
Your portfolio is not just monitored to assess risk but actively managed. Active management of your portfolio consists of frequent purchase and reselling of financial assets by your Portfolio Manager to take advantage of price changes and aim for growth.
As your financial requirements change over time, so may your financial personality. During our regular meetings, we will reassess your specific financial targets in order to realign and rebalance your portfolio with the desired plan.
Our comprehensive reporting system will ensure that you know exactly how your money is being managed while giving you the benefit of maximum transparency.