The Discretionary Portfolio Management team manages client portfolios using a multi asset class approach to reflect specific asset allocation objectives and risk profiles for clients.
Your portfolio will be actively managed, and we can change the investments within your portfolio to reflect our current market views. You authorise us to exercise our absolute discretion in the management of your cash and investments to an agreed investment strategy, with power to enter into any agreement about your account without further reference to you.
Under the discretionary mandate you will have the choice of a number of investment strategies to which your portfolio will be managed.
Client portfolios are managed to core investment profiles in addition to bespoke mandates to meet specific client requirements. Core investment strategies are constructed to reflect specific client risk/return profiles.
The Discretionary Portfolio Management team manages over £1bn in client assets managed across 1700 client portfolios in both onshore and offshore centres. All client portfolios are screened by a risk control function to ensure consistency with agreed client mandates.
Investment Process
The DPM team follows a structured investment process that balances the discipline of a coherent investment strategy with tactical decision making to ensure client portfolios are positioned well in all market conditions. The security selection is based on an open architecture approach to ensure the best selection across the different asset classes
Martin O'Hare
Group Head of Discretionary Portfolio Management
