Discretionary Management

In today's volatile and complex markets, managing your own portfolio takes a great deal of time and effort. And often you will be required to react swiftly in response to changing market conditions in order to effectively manage your personal wealth.

For clients who want to delegate the management of their portfolio to their wealth adviser, they can opt for the discretionary wrap account which enables the clients to authorise their adviser to execute all transaction requests on their behalf.

The authority to exercise discretion allows the management of portfolios without the delays inherent in obtaining the client's approval to execute transactions.