Discretionary Portfolio Service
Your investment goals are unique and are likely to change at different stages of your life.
With a huge number of market opportunities and an ever-changing investment environment, investing successfully can be a daunting prospect.
Our Discretionary Portfolio Service (DPS) is designed to give you confidence that your investment goals are achievable and is designed for individuals wanting to invest more than €250,000.
What is discretionary investment management?
Giving discretion over your investments means that decisions on what to buy, sell and when to act are made by your Investment Manager.
They will create a portfolio that matches your objectives and will actively manage it, making adjustments depending on market and economic changes as well as shifts in your time frame, risk tolerance and circumstances. So, you can be confident your assets are in safe hands.
Key questions to consider
How much risk are you prepared to take to achieve your goals?
It’s important to decide on a level you are comfortable with, but you can adjust this as your life stages change.
How long you can keep your money invested?
Do you need to access your money in case of an emergency or are you planning to save for something longer term like a pension?
What do you want your money to do?
You can choose whether you want to grow your wealth steadily, have regular access to your investments or a combination of both. You can adjust your strategy as your objectives change.
Bespoke service
You will have a dedicated Investment Managerwho, as well as managing your investmentportfolio, will be your point of contact for anyqueries you may have. As well as regularmeetings, you can speak to them wheneveryou want – you will have their direct contactdetails.
Reporting
You will receive regular reports on yourportfolio’s performance, and you can viewyour account details at any time using oursecure website and app.
Responsible Investment
As a responsible investor Quilter Cheviot seeks to integrate environmental, social and governance factors into our investment decision making as well as acting as a steward of our clients’ assets through our active ownership approach of voting on our core holdings.
If you have specific responsible investment preferences or if there are specific sectors or companies you would like to exclude these can be discussed with your Investment Manager, who will make sure your preferences are taken into account.
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