Managing your wealth and investing wisely can be time consuming and demanding. So how to delegate responsibility while maintaining control of the objectives in a way that meets your risk appetite?
Our Discretionary Portfolio Service could be just the solution. Let our experienced investment manager make the decisions, and create a diversified and risk-adjusted portfolio, leaving you free to focus on other priorities.
Our Discretionary Managed Account is designed for investors seeking a portfolio of investment funds that they directly hold. Alternatively, our Discretionary Managed Service caters to clients currently invested in investment plans offered by third-party providers.
Discretionary Fund Management Services are provided by St. James’s Place.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Contact us today to discuss your investment needs.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.
