We encourage our clients to make the decision as to whether they want a fully managed service where their investments are held by a secure third party, or if  they prefer to self-manage their investments and only engage our services when they want to rebalance their portfolio.

 

This decision generally reflects how much investor experience our clients have, what they are seeking from their investments and how long they expect their portfolio to be in existence.

We don’t take a “one size fits all” approach and encourage our clients to be involved as much as possible in the decision making process which, in time, deepens their understanding of financial markets and improves the results we attain against our clients’ stated objectives.

Ultimately, we have an underlying belief that our clients should have control of their investment portfolio and as such we do not offer a discretionary investment service.