Discretionary Management Service

The Truestone Discretionary Wealth Management Service is a truly exceptional and personal financial partnership. It is based on the intelligent application of many years of learning and experience.

Our service is designed to suit clients who wish to delegate the day to day management of their investment portfolios to our hugely experienced Investment Management Committee; a team of macro economic analysts and investment researchers continually scours the investment markets to pinpoint opportunities and approaching dangers on your behalf.

Carefully considered investments

Investments need to pass a series of stringent tests before they can be considered as for a Truestone portfolio. Information is gathered from hundreds of face to face interviews with fund managers each year to allow us to assess capability and style as well as a fund’s performance and possible risks. The result is a detailed and thorough due diligence process that eliminates unsuitable opportunities, however popular or appealing they may at first appear.

Getting the balance right for you

Over the long term it is inevitable that you will face several periods of financial turbulence when the value of investments are likely to fall. As an asset manager we know that the key to a successful investment portfolio is our ability to manage the downside. Our wealth management service builds a diversified blend of investment assets that can grow in the good times but also maintain value in tougher conditions.

Personalised to you

Your individual portfolio will be designed to meet your agreed financial objectives, timescaless and the level of investment risk you are prepared to accept to achieve.