We’ve found that LGBT men and women tend to be more affluent than the rest of the population. As a result, we stand to lose more than typical people if our assets and other wealth aren’t managed well.

The Discretionary Managed Service (DMS) has developed as clients recognise the value in placing their investments under an actively managed service program. We understand that in today's advanced investment world clients are demanding an elevated quality and more sophisticated service.

Our Portfolio Management team is fully independent in their investment recommendations. They are able to filter through the offshore investment universe to choose the best performing funds in each asset class and sector, and from all regions around the globe.

As a valued client with Discretion Wealth Management, you can expect the following from us:

• Online real-time access to your investment portfolio which is updated on a daily basis
• Monthly valuation statements emailed directly to you
• Monthly market commentary on current market conditions and market outlook
• Buy recommendations on funds we think offer good value opportunities
• Quarterly reviews, detailing performance of your portfolio for the quarter just ended as well as since inception
• Quarterly rebalancing in line with your risk profile and changing market conditions
• Access to the Portfolio Management team and independent research
• Investment alerts when holdings deviate either up or down from original values
• Stop losses in the event of increased volatility
• All administrative services that Discretion Wealth Management provide in the management of the portfolio

We acknowledge that each and every one of our clients has individual and specific needs and we cater to each of their unique requirements.

For more information on discretionary wealth management, please give us a call today: 852-2970-4546.