Discretionary Fund Management

discretionaryCreating and maintaining an investment portfolio can be a time consuming business, so many of our clients opt to use the services of a Discretionary Fund Manager.

At Delaunay we have built up contacts with a number of leading Discretionary Managers, who have different areas of expertise and approaches to investing.

We regularly work alongside clients to help them source a suitable Discretionary Manager, according to their different financial objectives, risk profile and time horizons.  Often this will involve clients having more than one Discretionary Manager with differing mandates.

How it works

Discretionary Fund Managers will create and maintain a portfolio that is tailored specifically to help you achieve your objectives under a pre-determined risk profile.

The discretionary route is suitable for investors who perhaps don’t have the time or knowledge to look after their own portfolio and create a balanced spread of asset classes and review them regularly.  Furthermore, a Discretionary Manager will also cut down the paperwork and accounting involved for each investment transaction when it comes to reporting to HMRC.

 

The value of your investment can go down as well as up and you may get back less than you have invested.

Delaunay Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (806635). Registered in the UK at: Wey Court West, Union Road, Farnham, Surrey, GU9 7PT. Company Registration Number: 08107472 The Financial Conduct Authority does not regulate taxation and trust advice and employee benefits.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR www.financial-ombudsman.org.uk

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