Discretionary Investment Management

A bespoke investment portfolio tailored to individual requirements.

Dedicated to your portfolio and investment goals

Our Discretionary service offers you a professional investment manager who will take control of the day-to-day management of your investments. Aligned with your strategic objectives and goals, our expert managers will spot the opportunities and take the decisions needed to achieve objectives on your behalf.

Personalised investments

Our experienced investment managers carry out thorough market research in order to select how much and when to invest. Investments are chosen in line with a client’s agreed strategy and attitude to risk.  
Although we do not offer tax advice, we often use ‘wrappers’ to provide investments with a level of protection from tax. These include ISAs, SIPPs and Offshore Bonds.

Understanding discretionary investment management

Discuss your options with an experienced professional.

Contact us
  • EFG Harris Allday
    33 Great Charles Street - Birmingham B3 3JN
  • 0121 233 1222