A discretionary service enables you to hand over the running of your portfolio to a stockbroker or private asset manager. The way in which the portfolio is managed can vary significantly, however.

We offer access to one of the most individually focused discretionary fund management services for investors who have specific investment requirements or preferences, or who want to delegate control of their investments.

These services are provided by Rowan Dartington, which is wholly owned by St. James’s Place Group. They specialise in discretionary fund management and deliver bespoke investment solutions along with dedicated support.

With this discretionary service, a dedicated Investment Manager from Rowan Dartington will work with you to create a bespoke portfolio matched to your individual needs and will manage it for you on a discretionary basis. We will work with them to ensure that your discretionary portfolio works together with your other investments.

The discretionary portfolios provide you with access to a wide range of assets for investment, including direct equities, and are designed to meet your individual requirements.

• Your portfolio can be tailored to suit your specific investment requirements and personal preferences. This might include the Responsible Investing Bespoke Portfolio Service, which enables you to align your personal preferences in a way that has a positive impact on the world today and for future generations.
• The Capital Gains Tax service can help you with effective tax management.
• We can help you pass on wealth tax-efficiently with the AIM Inheritance Tax Portfolio Service.
• The overseas portfolio management service can help meet the particular planning needs of non-domiciled individuals who are resident in the UK.
• Specialist lending facilities can provide a loan secured against the eligible assets in your portfolio.

Through the fund management services, advice is offered on individual investments, including direct equities, but you continue to manage your own portfolio. On the other hand, if you know exactly what you want to buy and sell, our fund management team can provide a straightforward dealing service.

Both our discretionary and stockbroking services enable you to bring across assets you may already hold with other providers, including cherished holdings. It gives you the convenience of having all your assets in one place, coupled with a more personalised and dedicated approach to looking after your portfolio.