Discretionary Investment Manager

A Discretionary Investment Manager has your authority (discretion) to manage an investment portfolio on your behalf. A discretionary management service can deliver highly tailored investment portfolios based upon your individual circumstances and objectives. They do not need to inform you every time they make a change, although many parameters can be agreed at the outset. You can, for example, specify that you want to invest in only ethical stocks, or avoid exposure to certain other stocks.

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