Discretionary Service
Discretionary Portfolio Management
Our portfolio management service can be specifically tailored to meet your charity’s investment objectives, drawing upon a disciplined investment philosophy and a sophisticated investment process.
A key aspect of our portfolio management capabilities is our broad range of expertise. Like many wealth managers we have a core competency in UK equities, however, thanks to our heritage, we can offer a more diverse offering, including a specialisation in Fixed Income and Hedge Fund investing, as well as Cash Management. This strength allows us to offer portfolio options all the way along the risk spectrum meaning we can cater to a charity’s income and growth requirements.
We can manage discretionary portfolios based on individual securities, funds and structures, or by investing exclusively into collective investment funds.
Multi-manager investing
Third party fund selection has long been a core competency of our wealth management proposition, with funds being used for specialist and geographic areas where we recognise superior expertise and knowledge is required. Our edge here comes from the strength, depth and experience of our 10-strong Funds Selection Committee and our longstanding use of alternative asset classes, which combine to produce the Approved Funds Lists and our multi-manager portfolios.
In-house administration service
We understand that ease of administration is a key factor in a Trustee’s choice of wealth manager and as such we invest an enormous amount of time and effort in assuring our clients are serviced as they would expect to be.
All of our portfolio administration and operations are carried out in-house through our operations centre in the Channel Islands. By having this service in-house, we control the quality of our processes, ensuring trades are settled on time and problems are resolved face-to-face rather than through a third party.