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Our discretionary service is designed for those clients who wish us to undertake every aspect of portfolio management. This allows you to hand over the day to day running of your portfolio to our experienced brokers who monitor and make investment decisions on your behalf, providing you with peace of mind and freedom from the administrative burden that comes with running a portfolio.
Firstly we take the time to understand the purpose of your investment portfolio as well as your financial circumstances and attitude towards investments and investment risk. This enables us to manage the portfolio in line with your financial aims and longer term objectives.
All discretionary investment portfolios are constructed within the asset allocation framework of the main APCIMS Private Investor indices with all securities held in our nominee.
On a regular basis discretionary clients receive:
Discretionary Management has two available investment options:
A full list of our fees and charges is available in the Downloads section of this website.