Discretionary investment management
Our experts can manage your investments for you
Discretionary investment management enables you to delegate responsibility for managing your investments to a professional investment manager. This gives you peace of mind that your investments are in good hands, while leaving you with time for the things you enjoy in life.
At Evelyn Partners, your dedicated investment manager will work with you to understand your objectives and what matters to you before designing an investment portfolio specifically for you.
Your investment manager will then take responsibility for the day-to-day decision-making on your portfolio, deciding where to invest and when to buy or sell.
Why choose Evelyn Partners for discretionary investment management?
We aim to preserve and grow your wealth
How we manage money at Evelyn PartnersOur clients are not necessarily averse to taking risks with their money, but they are sensitive to losses. We focus on taking the right risks to preserve and grow your wealth, giving you financial security.
A dedicated discretionary investment manager
You’ll benefit from a long-term trusted partnership with a dedicated investment manager. As we operate within teams, there will always be an alternative portfolio manager and support staff who are familiar with your account and able to provide back-up.
Investment expertise
We have highly qualified and experienced research and asset allocation teams, consisting predominantly of investment managers. This collegiate, practical approach ensures that we make appropriate investment choices for clients, who benefit from our wide body of knowledge and experience, ultimately resulting in better outcomes.
Regular meetings
We’ll meet regularly to review progress towards your goals, our activity on your behalf and the performance of your investments.
Detailed reporting
You’ll receive a full reporting suite. This includes statements with relevant commentary, performance data, valuation of assets held, transactions and cash statements. It also includes tax reporting showing all gains, dividends and income received.
What is discretionary investment management?
With a discretionary investment management service, you appoint a professional investment manager to make investment decisions on your behalf. These investment decisions will be in line with your wishes but the investment manager doesn’t need to contact you each time they make a change to your investment portfolio. In other words, they have the discretion to manage your investments on a day-to-day basis.
Introducing our Cash and Cautious Bond Portfolio
With interest rates falling this offers an alternative to a savings account by investing in high-quality cash and bond investments.
Important information
The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.