Is this service right for you?
This approach may suit you if you want professional oversight, hold a long-term perspective, and prefer to delegate individual investment choices.
Portfolio management aligned to your goals.
When you choose a discretionary portfolio, you share your objectives and risk tolerance with us, and an investment manager handles day-to-day decisions on your behalf within that agreed framework.
How the service works
We construct your portfolio based on your input and adapt it as your personal situation changes over time.
- We discuss your goals, time horizon, and capacity for loss.
- We agree on an investment mandate that matches your risk profile.
- Your manager makes investment decisions within that defined mandate.
- You receive regular reports detailing your portfolio performance and associated costs.
Your bank, whenever you need it.
Sign in to check balances, review activity, make payments and stay on top of your money at a time that suits you.