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, make investment decisions on your behalf and we will inform you 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.

The brochure below highlights the benefits of our discretionary management service.

Discretionary Management brochure

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.