Call us on 01792 477763 Contact Us

Discretionary Investment Management

Consider an alternative investment strategy.

Discretionary Investment Management
  • Home
  • Discretionary Investment Management

Discretionary Investment Management

A discretionary investment management service offers active portfolio management whereby the investment decisions and changes to a portfolio are made without prior reference to the investor. The manager can react quickly to market conditions and can rebalance and switch funds within previously agreed objectives and risk tolerances.

A discretionary investment service is not offered by Estate Capital. In the event that we identity that a discretionary investment service is a suitable option for you, we will introduce you to one of a panel of stockbrokers and investment managers.

Client Story - Investment Advice

Sound knowledge
Paul McAdam

They’re streets ahead of any of the other financial advisers I’ve worked with in the past. What reassures me about them most is their knowledge.
Chris Davies

Chris Davies

Chartered Financial Adviser View Profile

Chris Davies

Chartered Financial Adviser
Phil Johnson

Phil Johnson

Independent Financial Adviser View Profile

Phil Johnson

Independent Financial Adviser
Kevin Jones

Kevin Jones

Independent Financial Adviser View Profile

Kevin Jones

Independent Financial Adviser
Tomiko Evans

Tomiko Evans

Investment Research Analyst View Profile

Tomiko Evans

Investment Research Analyst

Call 01792 477763 today or contact us and we'll take the time to understand your financial objectives before recommending a solution that's right for you.

Financial News & Investment Views from our blog | Read More

Busy trading floor of the New York Stock Exchange
15 July 2019

Late cycle, but not end of cycle

There are ongoing concerns about the likelihood of a global recession due to the length of this bull run, slowing economic growth and high levels of global debt. However, looking forward there is c...

Read more...
Federal Reserve Building, Washington DC, USA.
12 July 2019

Some recession indicators have flashed

On 22nd March, the US Treasury yield curve inverted, causing concern in financial markets and acting as a warning to investors. Th is movement could imply that US bond market investors believe tha...

Read more...