Discretionary Portfolio Management

Discretionary Portfolio Management allows trustees to take full advantage of our knowledge and experience. Within discretion we take responsibility for all investment decisions, simply contacting you with an explanation of our actions after executing the transaction.

The trust will be allocated its own investment manager, who will constantly monitor the portfolio as the investment outlook can change rapidly. Alterations will be made to the investments when required, and in line with the trust's stated investment objectives, ensuring that the portfolio remains suitable. In addition, we will undertake a comprehensive review of the trust's portfolio twice yearly, at which time we consider all aspects of portfolio management including capital gains tax.

A further advantage of becoming a discretionary client is that the trustees will automatically benefit from utilising our safe custody service; whereby, stock will be registered in Barratt & Cooke nominee names, with the trust having its own designated account.

In order to keep the trustees up to date with the value of the trust's investments, we produce valuations and performance statistics in April and October each year, whilst we also issue end of year tax reports in April. However, if as trustees you would prefer to monitor the value of the investments more regularly, you could also take advantage of our online valuation service.

Of course, we pride ourselves on providing a personal, approachable service and therefore if at any time the trustees would like to discuss the trust's investments, your investment manager will be available to arrange a meeting.

If the trust has funds for investment of £100,000 or more, we believe our discretionary offering provides trustees with a professional, convenient investment management service.

Contact us today to find out more.