Collins Stewart Wealth Management

Discretionary Service

Collins Stewart specialises in providing comprehensive investment management services to charities, trusts and foundations, in the UK and overseas.

Portfolios are specifically tailored to meet the individual requirements of each client but draw on a disciplined investment process and methodology. We are committed to service through an independent approach based on a clear and simple flat charging structure, which can include an element of performance-related fees.

Our portfolio management solutions are available via bespoke discretionary portfolios or our own range of Common Investment Funds.