Discretionary portfolios are professionally managed model portfolios where our experts make day-to-day investment decisions on behalf of clients, aligned with their goals, risk tolerance, and time horizon. Through a partnership with Graviton, a discretionary fund manager, we offer model portfolios that combine shares, ETFs, unit trusts, and structured strategies, providing institutional-grade opportunities with personalised oversight. This approach allows clients to access sophisticated investment strategies efficiently, respond quickly to market opportunities, and enjoy fully integrated, hands-on wealth management, all delivered through a trusted, independent financial advisor.
