You are here:
Did you know?
Interested?
We'll Call You
Discretionary Investment Management
The role of professional investment managers is to deliver a solution built specifically to meet your requirements.
Discretionary Investment Management

We can offer access to UK Portfolio Management Ltd’s
fee-based discretionary investment management service. This service is ideal for private individuals and trustees who recognise the challenges of today’s investment climate and choose to employ professionals to manage their portfolio.

If you are an investor who recognises that risk-free returns from deposit and money market accounts are at their lowest levels for many years and appreciate the potential for higher returns from stockmarket-based investments, then this service has been designed with you in mind. You will also understand the associated additional risks and will be looking for professional guidance to implement and manage your investment strategy.

The service operates on a discretionary basis, which allows the investment managers to take the initiative in managing your portfolio. This enables them to act quickly on your behalf, which is essential if the best returns are to be achieved. Of course, any such changes are always made in full accordance with the strategy agreed with you at the outset, ensuring that your portfolio is always focused on your personal objectives and in accordance with your risk profile.

The service’s central aim is to combine outstanding personal service with maximum investment returns. Most clients using the service prefer only occasional involvement in the management of their portfolio, but we believe you are entitled to personal attention at all times. We have developed a very personal approach to our relationship with UK Portfolio Management Ltd’s investment managers, which ensures they remain accessible and accountable to us and to our clients at all times. We believe that is what distinguishes the service from the rest.