This service is for clients who would like to remain informed about their investments, but wish to delegate the responsibility for choosing particular stocks and shares.

Each portfolio is structured to meet your distinct needs and objectives. A dedicated investment manager, supported by an experienced team of advisers, monitors your investments and is responsible for ensuring the complete care of the portfolio at all times. Regular valuations and reviews are sent to you, together with comprehensive statements and a year-end tax package. Contract notes are sent to you in the normal way.

If appropriate, your other advisers (e.g. trustee, solicitor, accountant) can also monitor your portfolio. They are ‘copied-in’ on the letters, valuations and statements that are sent direct to you; alternatively, all correspondence can be dispatched via their offices.

The Service

•  An initial investment evaluation to establish priorities and objectives

•  Continuous personal management with regular updates and reviews

•  Nominee and safe custody service through a third party custodian

•  Dividend collection and arrangements for taking up rights, new issues etc. through a third party custodian

•  Interest bearing Capital and Income Accounts through a regulated bank

•  Fixed Term Accounts, £/$/Dm/Euro Accounts through a regulated bank

•  Flexible income payments to your bank or Building Society

•  Tax ‘package’ through a third party custodian, comprising

    -   Detailed financial year-end summary

    -   Capital gains statement and indexation

    -   Consolidated tax voucher

•   Regular Newsletter

The Discretionary Management Agreement

Please click here to view our Discretionary Management Agreement
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