Discretionary Portfolio Management Service

Is it for me?

Our Discretionary Portfolio Management Service is our core investment management service for Private Investors. It may be appropriate for you if you have over £100,000 to invest.

How does it work?

After an in-depth consultation with you, including a review of your attitude to risk, your requirement for income, your tax position and your particular preferences, your investment manager will build and actively manage a bespoke investment portfolio to match your individual needs. This can include incorporating your existing investments if appropriate.

Your investment manager and their team will closely monitor your portfolio and, using our disciplined and structured investment process, will ensure it is suitably invested at all times.

If instructed we will use your annual ISA and Capital Gains Tax allowances to ensure the portfolio is managed as tax-efficiently as possible and will send you all the tax information you need to complete your tax return at the end of each tax year.

Usually (at least once a year) you will meet your investment manager to review your requirements and to ensure your portfolio is still reflecting your specific needs. We will also regularly send you investment reports, which will show you the performance of the portfolio relative to appropriate benchmarks.

Anything else I should know?

Your investments are held in a secure nominee account so we can deal with all the portfolio administration efficiently. This will include collecting and distributing dividends and other income payments, corporate actions and executing all trades promptly.

How can I find out more?

You can download the Discretionary Portfolio Management Service brochure from the Useful Downloads, or get in touch with one of our friendly team in your nearest regional office (below).

Get in touch

Chloe Alessandrelli

Investment Assistant

Exeter Office

Tel: 01392 410180

Email Chloe

David Evans

Director / Senior Investment Manager

Dorchester Office

Tel: 01305 236000

Email David

Rebecca Fournier D'Albe

Senior Investment Manager

Taunton Office

Tel: 01823 218453

Email Rebecca

Simon Atherton

Senior Investment Manager

London Office

Email Simon

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