If you prefer to let experts manage your wealth for you, your investment portfolio can be managed in a fully discretionary manner. The main objectives are to help you preserve your wealth in accordance with the investment objectives you provide to us.

This is done in accordance with your investments timescale, risk tolerance, liquidity needs, reference currency and geographical preference. We identify opportunities, allocate the balance of asset classes, manage risk and seek to maximise returns.

Example of a process
In some cases, a system identifies opportunities for higher returns whilst aiming to minimise risk. Opportunities are identified by following a rigorous process that involves:

How it works for you
Under some advisory services, your relationship manager works closely with the portfolio specialists to ensure we stay on track with your objectives and crucially for you, we keep you fully informed by presenting and discussing the performance of your account on a regular basis. At all times, your assets are maintained by a highly effective management system that provides: