Indirect Discretionary Portfolio Management

Whatever your client’s investment goals, be it growth, income or a combination of the two, our Indirect Discretionary Portfolio Management service may be appropriate for advisors who have clients wishing to invest in a broad range of investments – not just collective investments. Using our expertise, we will manage a portfolio for the underlying client inline with their individual investment objectives, chosen risk profile and personal circumstances, allowing you the time to focus on providing financial advice to your clients.  We can incorporate special instructions from you into the construction of portfolios which could include providing us with a specific asset allocation and specific income targets by way of examples.

Our portfolio management services can be used to manage a wide range of investment vehicles, including personal pensions (such as SIPP or a SSAS), ISAs, trusts, bonds and other tax wrappers.

Key features:

• Whole of market investment universe
• Tailored to client’s specific goals or constraints
• Flexible and reactive investing
• Suitable for ISAs, SIPPS, Bonds and other tax wrappers
• Intermediary retains client relationship