Discretionary Management
Bespoke Investment Portfolios provided by our panel of five expert discretionary managers
A truly bespoke investment option. We’ve linked with some of the leading Discretionary Managers to provide choice around bespoke investment portfolios.
Benefits
- a highly personalised investment approach, designed to make investing easier while keeping your clients in control.
- gives your clients a tailored solution focusing on delivering precisely what they need, when they need it, as they approach retirement and their priorities and attitudes to risk begin to change.
- a rigorous selection process applied in choosing the right investment managers for our Discretionary Management Option.
- offers a variety of investment styles and a comprehensive range of services such as face-to-face meetings, quarterly reports, online services and keenly negotiated fees.
Find out more about our range Discretionary Managers
Brewin Dolphin
Is one of the largest independent private client investment manager in the UK, with over £25 billion under management.
Cazenove Capital Management
Offers a distinctive and bespoke service to private clients, They are one of the oldest and most respected names in the financial community, tracing its origins back to 1823.
Deutsche Bank
Dedicated to serving the interests of financial intermediaries and their clients with six regional offices.
Quilter
A discretionary investment manager, with a network of 12 regional offices located in the UK, Ireland and Jersey.
Rathbones
A leading independent provider of investment and wealth management services. One of the UK's largest and longest established independent private client investment and wealth management companies.