Is this service right for you?
This approach works well if you want professional management, plan for the long term, and prefer to delegate day-to-day choices.
Portfolio management aligned to your goals.
With a discretionary portfolio, you share your objectives and comfort with risk, and a dedicated investment manager handles daily decisions according to that agreed plan.
How the service works
We build your portfolio around your priorities and keep it under review as your life changes.
- We talk through your goals, timeframe, and comfort with potential losses.
- We set a clear investment mandate that matches your risk profile.
- Your manager buys and sells assets within the boundaries of that mandate.
- We send 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.