Discretionary Investment Management

Discretionary Investment Management Service

This is one of our most popular services and is suitable for clients wishing to appoint Capital Financial Markets to manage their portfolio on a day to day basis.

 

The pace of change and volatility in the financial markets is increasing. The majority of investors may neither have the time, inclination or background to fully understand the complexities of potential investments and macroeconomic data.

 

With the discretionary managed service we will take this hassle away and apply our knowledge and expertise to your portfolio. This will be based on the details you have given us in respect of your FINANCIAL CIRCUMSTANCES, INVESTMENT HORIZON, ATTITUDE TO RISK & YOUR INVESTMENT OBJECTIVES. From this information we will design a bespoke portfolio entirely to suit your circumstances and objectives.

 

We will then manage your portfolio on a day to day basis. Despite us being responsible for the actual Investment decisions we still foster a partnership with you, so that we are available to explain our actions and ensure we continue to manage the portfolio in line with your expectations.

 

In addition to the periodic reviews & valuations which we send you, you can also contact us at any time in order to discuss how your portfolio is developing, or to change the mandate within which we operate. You can also have online access to your portfolio, where you can monitor the portfolio on a daily basis 24 hours a day. We encourage our clients to be as engaged as they want to be.

 

Your investment may be funded either from cash or by transferring existing investments from another provider to Capital Financial Markets, or a combination of both.

 

Setting up with us is straight forward:

 

The easiest way is to call us on 0203 697 0560 and arrange an appointment with us or contact us here and we will get back to you request information