Tailored Discretionary Management Service

As the client's trusted adviser, you conduct a fact-find process and assess the client's investment objectives and risk profile. You can choose to set up your client with us on an 'Agent as Client' or 'Reliance on Others' basis.

Understanding each client’s financial goals and attitude towards risk will help us choose the right Tailored Discretionary Portfolio that meets their financial needs. We’ll discuss any client requirements and timescales so we can understand precisely what it is they want to achieve.

We use the information we’ve gathered to propose our investment approach. We’ll consider any existing investments they might have and use our research tools and risk software to provide an investment proposal, which also sets out the costs and charges.

Once we’ve agreed each client’s strategy with you, we’ll implement the plan. Through ongoing monitoring and adjustments, we’ll make sure portfolios are always in line with the investment remits you’ve given us. Using sophisticated research and risk management tools, we’ll make sure your clients don’t miss out on appropriate opportunities or are exposed to any unnecessary risks.

A dedicated Portfolio Management team will oversee your investments and your local Intermediary Sales contact will be available to discuss any additional questions about your service with us.  You and your clients can check portfolio performance through our secure client portal and app, and you’ll also receive regular updates. We’re here at any time to discuss any questions you have about your clients’ portfolios.

The Portfolio Management team will review each client’s strategy regularly to make sure it always matches their situation, goals and risk appetite. We’ll adapt the investments if anything in your client's life changes.