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.