Discretionary Fund Management (DFM)

We can provide a full DFM service to our clients.  We work with professional portfolio managers to construct and maintain an investment portfolio that is tailored to your objectives and your attitude to risk.  Once it has been set up, the portfolio manager will make day-to-day investment decisions within parameters that are agreed with you at the outset.

Although the portfolio manager will not  consult you every time he makes changes as a reaction to changing markets, you still have control of your investments and retain the ability to alter your arrangements at any time if your circumstances change.

Key Benefits of this service:

• Diversification:  the fund manager will maintain a balanced spread of investments to reduce your exposure to risk.
• Continuous management:  watching the markets requires specialist knowledge and close attention to a wide range of market indicators.  Portfolio managers have these specialist skills, and their whole focus is concentrated on watching for signs of change.
• Accessibility of information:  a six-monthly valuation report will be produced by the fund manager, and ad hoc valuations can be obtained from the fund manager’s website.
• Mitigation of tax liabilities:  you will received an annual tax year report from the fund manager in which details will be provided of all investment income received and tax paid during the tax year.  In addition, the fund manager will make sure that any CGT allowances are used to minimise your exposure to CAPITAL GAINS TAXCAPITAL GAINS TAX
  The tax payable on profits made on the sale of assets or property other than your home..

Contact us to discuss the suitability of Discretionary Fund Management for your investments.