discretionary Management Partners

What is a Discretionary Fund Manager?

A discretionary fund manager is responsible for creating and maintaining an investment portfolio specifically tailored towards helping you achieve your objectives. A discretionary fund manager is able to build and modify your portfolio within agreed parameters, without you having to make investment decisions  or being  involved in the ongoing administration.

Another advantage of this type of arrangement is that the discretionary manager is often able to negotiate  better terms than  you as an individual investor. They also have access to a wider universe  of investments and  greater access to research data.

For information  on our chosen discretionary fund managers please select the below icons. 


Bowmore Asset Management



Quilter Cheviot

quikter cheviot.png

Brooks Macdonald

Brooks Macdonald.png