GFG’s Discretionary Investment Service delivers comprehensive and continuous portfolio management from our experienced investment professionals.
The Discretionary Investment Service allows you to hand over the day-to-day management of your portfolio to our professional investment management team, who will monitor your holdings and make the investment decisions on your behalf. We will closely monitor your portfolio to ensure that it continues to be invested in accordance with your risk parameters and strategic objectives.
We will discuss your investment objectives and attitude to risk at the outset to formulate the guidelines for the management of your portfolio. Our investment decisions are then made within these parameters and our mandate is periodically reviewed with you.
Once the portfolio is established we will handle all the paperwork and administration and provide you with comprehensive records and reports. Our investment management team will be on hand to provide assistance should it be required. You will be kept fully informed on the performance of your investments through regular portfolio reviews and valuations.
Each portfolio is bespoke, with final decisions taken according to the objectives and risk requirements of the client. Whatever the market conditions, our aim is to ensure your portfolio is always in the right place at the right time.
GFG’s Discretionary Investment Service is a convenient, low-maintenance solution that allows you to concentrate on your business or personal interests, confident that your assets are being professionally managed.