Discretionary Portfolios
With a discretionary portfolio, you define your objectives and risk tolerance, and an investment manager handles day-to-day decisions on your behalf within that agreed mandate.
Is this service right for you?
This service may suit you if you want professional management for your assets, maintain a long-term view, and prefer not to handle individual investment choices yourself.
How the service works
Your portfolio is tailored to your personal situation and adjusted as your life changes.
- We discuss your goals, time horizon, and capacity for loss.
- We agree on an investment mandate that reflects your risk profile.
- Your manager makes investment decisions within that defined mandate.
- You receive regular reports detailing your portfolio performance and associated costs.
Understanding the risks
Investment values can go down as well as up, and you might receive back less than your original investment. Past performance does not guarantee future results. We will walk you through all applicable fees, risks, and investor protections before you get started.