Non-discretionary investment management

For those clients who wish to enjoy a greater degree of participation in the management of their investments, we offer the non-discretionary investment management service whereby we contact clients to advise and discuss investment matters. No transactions are carried out without the client’s approval. We also notify and advise on corporate events and take instruction from the client before proceeding.

The service includes all the benefits of nominee administration, meaning that we are able to carry out transactions without sending clients transfer forms for signing. We send contract notes when we deal and clients receive valuations on a quarterly or half-yearly basis, together with economic and market commentary. Year-end tax schedules are also produced.

We can also deal on an execution only basis, an arrangement which suits experienced investors who are prepared to take their own decisions.

Contact us

For more information about our non-discretionary investment management service please contact a member of the team.