Private clients

Discretionary mandates

Discretionary mandates are designed for investors who wish to delegate management of their portfolios to our dedicated team of specialists in order to take full advantage of their expertise.

The process begins with an in-depth discussion to set priorities so we can then select your investment profile.

This takes a variety of factors into account such as your present and future financial situation, risk tolerance, tax, inheritance and business issues as well as the importance you place on sustainability.

At the end of the process, you will be offered a range of mandates tailored just to you.