Discretionary Account


A discretionary managed account is where you give full control over your investment to an expert investor. In the case of a fund you are giving control to the fund manager and there are literally thousands of funds in the marketplace. The problem is that knowing which fund to pick can be tricky and that’s where we come in.

Because we are completely independent and have no affiliation with any single investment house, we offer a completely independent view on funds. In other words if we know what you are looking for we can source the best funds for you at the best price. We can also analyse how the fund is performing and advise you on switching if it’s not working for you.

Discretionary – Alternative to Advisory accounts

Discretionary accounts can also be advisory accounts, except where simply the client prefers not to be contacted before each recommendation. In other words it works in exactly the same way as an advisory account where the client sets the parameters of the trade (sector, deal size, risk level etc.) but instead of the broker calling the client for prior approval, the trade is executed.

This service is particularly beneficial to investors who are working and therefore find it difficult to answer calls during the day. It is also useful for people who are retired and just don’t want to be bothered during the day speaking to a broker. In other words you still get the same service and the full market research but you just allow the broker to make the final decision on your behalf.

At the end of each day you are sent by email any trades that were executed on the day and as always you can go online and view your account at any time. Most importantly you retain full control over your account and so can stop trading or change strategy at any time.

New portfolio with no new cash

Looking at your existing portfolio is always a useful starting point to see if it is fulfilling your expectations.  Your broker can analyse and evaluate any potential problem areas and suggest areas for improvement.  There is no charge for this advice and no obligation for you to follow it. It simply allows you to gain a different and hopefully clearer perspective of your portfolio.

After all, most investors will concede that quite often, and particularly for older portfolios, the reasons that they initially invested in those companies may no longer stand true.  Your broker can show you where your portfolio is struggling and can offer useful changes to maximise its performance in line with your new objectives.

Some clients also find it a cost-effective method in which they are able to invest in new investment ideas without actually injecting any fresh money. In other words if you have an existing portfolio which is under-performing, you can use those assets to create a new and hopefully more profitable portfolio.

Our goal is to make your portfolio offer you the greatest possible returns, in conjunction with associated risk from the pool of assets and liquid funds that you are comfortable to work with.

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Risk Warning - All investments carry risk and prices may change quickly. The value of your portfolio can go down as well as up. Past performance will not necessarily be repeated and is no guarantee of future success. You should carefully consider in light of your financial resources whether investing in stocks and shares is suitable for you. This notice cannot disclose all of the risks and other significant aspects of investing in equities, derivatives, bonds or any other investment product. A full list of risks will be provided for the products which you are interested in. For more information please contact one of our team.