Discretionary Management

Historically, the barriers to entry to this market were significant for those firms wishing to obtain discretionary permissions and manage their client portfolios in a cohesive manner.

With the advance of technology and the emergence of a number of innovative offerings on the market, we believe that this is now an attainable destination for many firms.

This is a lesser trodden path, but our background means this is a journey to which we have clearer maps than most.

We can help you to objectively look at the options and alternatives, what the drivers are for going down this route, as well as looking at the obstacles.

The first question is to ask whether this is the right destination for you? What are the Alternatives and Options which could create a better solution for your business?

Secondly we will look at the Drivers for going down this route. Often it is a journey to create a business model that matches your client’s expectations of what you do.

We then look at the Obstacles specific to your firm. For many the fear of the unknown is the biggest obstacle. Our practical experience of working within an Adviser firm delivering Discretionary Management, coupled with our consultancy work, is invaluable in helping to objectively assess the obstacles.

This process will facilitate your move towards offering Discretionary services to Clients, in the knowledge of what the pitfalls might be and what you should be doing to overcome and manage them.

If you are interested in looking at this as a possibility for your firm, contact us on 0845 123 3889 or email us at