Discretionary Fund Management is a service that provides investors with access to experienced and highly qualified investment professionals, traditionally a stockbroker or wealth manager, who specialise in running investment portfolios on behalf of clients. They use their discretion to take decisions as they see fit, bringing into consideration the goals and needs of each client.

One of the main attractions of Discretionary Fund Management is the personal service it offers. Your fund manger will take into account a variety of factors, including your long and mid-term objectives, attitude to risk, capacity for loss and use this information to create a totally bespoke portfolio. Coupled with the more personal service and being able to choose specific preferences as to what goes into the portfolio, for example ethical funds or to exclude tobacco, really does make this tailored offering a premium investment service.

Both you, as the client, and your Vision IFA are kept informed of what the Discretionary Fund Manager is doing in various ways that can include regular reports, face to face review meetings and/or access by way of an online valuation system via this website.

In conjunction with your Vision IFA, Discretionary Fund Managers are always taking steps to get the best returns possible for the investment whilst considering the level of risk taken. As we know, one size does not fit all, so your Vision IFA will spend time with you to establish whether Discretionary Fund Management is the right solution for you, based on your precise requirements.