Charities & Trusts

Discretionary Services

Managing an investment portfolio with the care and professionalism it deserves is extremely demanding. The speed of economic and political change, combined with the ever increasing range of news sources makes it extremely difficult for private investors to keep fully informed and to interpret how their investments are affected. Consider too that the administration and paperwork associated with running a suitably diversified portfolio can be time-consuming and any errors or delay in administration can be costly.

BRI’s discretionary management service means that your portfolio is actively managed on your behalf, in line with your own personal objectives. As we make all the relevant investment decisions and carry out all of the necessary paperwork on your behalf, you are free to concentrate on what’s important to you.

We are able to do this so effectively on your behalf because, from the outset, we take the care and time to understand you and your investment requirements, as well as your attitude to risk. During our initial meetings we will discuss the full range of asset classes available to you and suggest how we would tailor your very own bespoke portfolio to best meet your investment aims and attitude to risk. This information is used to provide you with your own personal, bespoke investment portfolio.

Once it is agreed that our suggested approach meets your objectives, we’ll use these parameters as the basis for day-to-day investment decisions which are taken on your behalf. We will also review these parameters and recommendations regularly to ensure that your investments remain appropriate to your needs. Should change be required, we can gradually adapt the structure of your portfolio so it remains in line with these changing requirements.

This truly bespoke approach is particularly relevant to larger portfolios. Whilst collective investment options and off-the-shelf products may suit the needs of some investors, those with portfolios in excess of £100,000 require a more sophisticated and tailored approach to maximise returns. We believe that any portfolio in excess of £250,000 is able to combine a range of individual equities as well as collective investments. This is where you can benefit from BRI’s in-house stock-picking expertise as part of your uniquely tailored portfolio.