Discretionary Service

Discretionary Service

Business owners choose our Discretionary Service to make full use of our market knowledge, allowing our investment managers to take control of the process.

We take time to listen to the needs of businesses to establish a clear understanding of the requirements, ensuring that our management remains in line with the aims and objectives.

We assess your risk tolerance, how much money you want to invest and discuss your timescales.

You will be assigned a direct Investment Manager who will continuously monitor the investments, providing peace of mind.

You will receive a portfolio review quarterly.

Online access to the performance on your investments is available through our Conectus Portal.

The Discretionary Service is available to clients who have a minimum of £150,000 to invest.

Discretionary Service

  • Investments in line with your mandate
  • Best share prices based on liquidity and market conditions
  • Assigned a direct Investment Manager
  • Portfolio review every quarter
  • Access to our online portal
  • Available for £150,000+ investments
Discretionary Service

Investors need to be aware that past performance is not necessarily a guide to future performance. The amount you invest can fall in value, including the income you derive from investments, and you may lose some or all of the amount you have invested.

Talk to one of our investment managers to discuss your finances
0161 764 4043

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