Advisory Investment Management

This service offers active portfolio management. We would advise and recommend an investment strategy. We would construct a suitable portfolio which would be established with your prior approval. You would retain control over the investment. Fund switches and portfolio re-balancing would occur only with prior reference.

The Estate Capital Investment Portfolios are managed on an advisory basis.

Discretionary Investment Management

This service offers active portfolio management whereby the investment decisions and changes to the portfolio are made without prior reference. The manager can react quickly to market conditions and can re-balance and switch funds within prior agreed objectives and risk tolerances.

Our discretionary investment service is provided via our panel of national stockbrokers and investment managers.

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