When clients give us a discretionary mandate, we arrive at consensus on objective with the client by addressing a number of issues including income requirement and risk tolerance.
More often than not, clients harbor their own views about the type of portfolio that they want, and this is taken into account at the outset.
Our service provides access to market-leading professional expertise whilst negating the administrative burden related to the day-to-day running of an investment portfolio.
Once you have given us our mandate, Preston Stanley's investment managers will subsequently make all the decisions on your behalf. Management of this nature has the added benefit of enabling us to act swiftly when circumstances dictate.
Capital dedicated to investment in the shares of publicly-traded corporations is generally regarded as being among the most effective ways of increasing the value of a portfolio.Read More
Leveraging upon our global network of investment and research specialists, we present our expertise across the most relevant components of a truly complete multi-asset solution.Read More
Preston Stanley can build a personalized portfolio comprised of collective investments such as mutual funds (including exchange traded funds) and other specialist investments such as fixed interest securities. This represents a way of potentially reducing the risk of investing in equities.
Contact us today to learn more about how our financial management services can help you to realize your financial aspirations.