wealth management specialist approach discretionary services
Discretionary Investment Services.
With a Discretionary Service, the appointed manager/s are given permission to undertake alterations without your express agreement on each individual transaction but they must act within your agreed investment policy.
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With a Discretionary Service you are kept fully informed of any alterations as they are made but the primary advantage of a Discretionary Service is that your Fund Manager/s retains greater flexibility to act more quickly by not having to contact you every time an alteration to your portfolio is made. Discretionary Service mandates tend to be more popular in today’s global markets to ensure that important decisions are not delayed, which means that time and money is not wasted due to delays in receiving your express agreement. We have developed extended strategies with a selection of leading Discretionary Investment Managers (by popular demand!) that we can also apply to an Advisory Service in most cases. Additionally, and often, the various approaches can be combined so don’t necessarily view them in isolation. If you need any further information about our Wealth Management Discretionary Services please contact us. |
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