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 rebalance and switch funds within previously agreed objectives and risk tolerances.
A discretionary investment service is not currently offered by Estate Capital. We do expect to offer a discretionary service from Summer 2018. Therefore, this service is provided via our panel of stockbrokers and investment managers. 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.
Chartered Financial Adviser
Investment Research Analyst
Client Relations Manager
Need Investment Advice
If you would like to discuss any investment issues, we would be pleased to answer any questions you may have.
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The accumulation of property and assets.
All the money and assets owned by an individual.
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Wealth in the form of money or other assets owned by a person or organisation.
The employment of money in the production of greater wealth.
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Aiding the growth and accumulation of personal and family wealth and its transfer through the generations.