Discretionary Fund Management

You may have an existing share portfolio that might benefit from a different and professional management approach, or you may be seeking additional diversification within your overall investment strategy.

The St. James's Place Discretionary Portfolio Service offers you access to a professionally managed portfolio which is managed on your behalf in line with a set of parameters that we agree at the beginning of the relationship.

Working together with our experienced investment team, we create portfolios designed to match your risk profile and meet your specific investment needs or preferences. The portfolios benefit from the expertise of our Asset allocation committee and access some of the finest fund managers with the aim of capturing opportunities across all global markets and asset classes.

The Discretionary Portfolio Service could be suitable for clients who do not have the time to manage their own investments or who need to have investments managed at arms-length, such as in certain types of trust. It could also be beneficial for professionals working in Finance or Accountancy as it is usually more acceptable for Compliance.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Currency movements may also affect the value of investments.

Get in touch

We offer professional, tailored, face-to-face advice based on your current circumstances and future aspirations. Start your journey today with St. James's Place.