Discretionary Fund Management

Discretionary fund management is offered by professional investment managers for discerning clients who desire the highest levels of service. It is especially suitable for high net worth individuals and those who require a tailored investment solution.

With the aid of your financial adviser, the investment manager, or DFM, takes time to understand your personal requirements – including your attitude to investment risk – and constructs a suitable portfolio in line with your needs. Whether you want to target capital appreciation, generate a regular income, or protect your wealth in preparation for passing it to the following generation, your DFM takes responsibility for all investment decisions and is accountable for the performance and on-going suitability of the portfolio.

The DFM services available through PWS Group are based onshore in the City of London and offshore in Jersey. Operating internationally, these investment managers are widely regarded to be the finest available today and have a track record of performance to prove it.

For further information on discretionary fund management and portfolio services, please contact us.