Discretionary Portfolio Management

What Is Discretionary Portfolio Management?

Discretionary portfolio management is our flagship service, designed for clients who wish to delegate the day-to-day management of their investment portfolio to a team of experienced professionals. Under a discretionary mandate, our portfolio managers have the authority to make investment decisions on your behalf — buying, selling, and rebalancing your portfolio — without requiring your approval for each individual transaction.

This approach allows us to act swiftly in response to market conditions, implement tactical adjustments, and maintain your portfolio's alignment with your agreed investment mandate at all times. You retain full visibility through comprehensive reporting and retain the ability to modify your mandate or terminate the arrangement at any time.

Target Clients

This service is designed for high-net-worth and ultra-high-net-worth individuals, families, and institutional investors who have investable assets of $500,000 or more and who wish to delegate investment management to a professional team. It is particularly suited to clients who are time-poor, internationally mobile, or who prefer to focus on their primary professional or business activities rather than managing their own investments.

Our Investment Process

Scope & Limitations

Our discretionary portfolio management service covers listed equities, fixed income securities, exchange-traded funds, managed funds, and cash instruments across global markets. It does not extend to direct property investment, private equity (unless specifically agreed), or unlisted securities without prior written agreement.

All investment decisions are made within the parameters of your agreed mandate. We do not have authority to make decisions that fall outside the mandate without your prior approval.