Discretionary
You may wish to delegate investment decisions to our experts, either because you do not have the time, or the immediate access to market information to make timely investment decisions. Perhaps you simply prefer to entrust an investment professional with your financial assets.
Guided by your investment objectives and risk tolerance, the investment manager will exercise discretion to construct and manage your investment portfolio. It will be kept under review and rebalanced as necessary to reflect changes in the outlook for underlying investments, markets or asset types. As well as regular valuations, your investment manager will meet with you to review your portfolio and respond to any changing needs.
Three Discretionary Investment Management Services are available:
Kleinwort Hambros Funds Service
Your portfolio will be managed and implemented using one or more of the range of funds managed by Kleinwort Hambros or the Societe Generale Group and chosen to meet your risk profile and investment objectives. These funds provide an efficient means of accessing Kleinwort Hambros’ investment philosophy and process.
Discretionary Portfolio Service (collectives)
Your portfolio will be managed and implementedusing a range of collectives or other instruments where appropriate. The asset allocation will be managed using Kleinwort Hambros’ investment philosophy and process to ensure that the portfolio continues to meet your risk profile and investment objectives.
Discretionary Portfolio Service (direct)
Your portfolio will be managed and implemented using direct equities and government bonds where we consider it suitable. The asset allocation will be managed using Kleinwort Hambros’ investment philosophy and process to ensure that the portfolio continues to meet your risk profile and investment objectives.
Other services:
Insights:
