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Portfolio management consistent
with agreed objectives and risk profile. Clients receive
full details of all transactions on completion. Provision
of full monitoring and management service.
Discretionary Management
This option is suitable for clients who wish to divest
themselves of day to day monitoring and timing implications.
Advisory Management
This service is appropriate for clients who wish to
retain the final decision on investments held on portfolios.
Nominee
Clients selecting the Discretionary or the Advisory
service may wish to reduce the burden of paperwork by
selecting our Citywall Nominee service.
In addition to the services
outlined above, we are able to offer bespoke investment
advice.
Contact
us
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