What we offer

Discretionary service options

For your client's who have more specific requirements for their investments we have a range of Discretionary Services, designed to meet the needs of a wide variety of clients.

Request a call back How we work with you

Which discretionary service suits your client?

Working with Financial Advisers

Inheritance Tax Portfolio Service

Help your clients pass on more of their wealth with a portfolio of investments that are potentially free from inheritance tax (IHT) after just two years.

Working with Financial Advisers

Tailored Discretionary Management Service

Built to deliver consistent outcomes, our service provides clients with portfolios constructed in line with central views on asset allocation and stock selection, whilst also accommodating certain client-specific requirements.

Working with Financial Advisers

Bespoke Discretionary Service

A truly individual portfolio is built for your client by a dedicated Investment Manager. For your clients who require a specific investment approach with the ability to fully tailor asset allocation and security selection.

Latest insights

Knowledge
Book of Stories 3.0
The third instalment in our Book of Stories series seeks to help advisers support evolving client needs, and understand what it means to work with the next generation of clients.
Podcast
Unpicking the frenetic market action of recent weeks
19 May 2022 | 29 min listen
Article
Markets grapple with stagflation
By Charles Stanley
09 May 2022 | 8 min read
Article
Valuing Growth
By Charles Stanley
29 Apr 2022 | 7 min read

Request a call back

Get in touch with your local Intermediary Sales team to discuss our wide range of services and how we can work with you and your clients.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

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