Discretionary Management

With Discretionary Management we are responsible for the day to day management of your investment portfolio, within agreed parameters. Discretionary Management is our full service offering –  we have been given a great deal of responsibility which we take extremely seriously. We will monitor holdings and make investment decisions on your behalf. We will inform you immediately of any changes that we make to your portfolio, so you are always completely aware of what we are doing and what our thinking is.

Those with a very strong interest in investing and/or a desire to have control over tactical decision making may want to consider Advisory Management.

S&J advises upon funds for clients in excess of £5.5bn.