Discretionary portfolio management
Discretionary Portfolio Management is suitable for clients wishing to delegate decision-making on investment matters to a team of dedicated professional advisers, with WH Ireland taking full responsibility for all investment and administration matters.
- Discretionary management within an agreed framework
- Regular monitoring of investments
- Regular valuations and reports
- Access to in-house, UK and International research
- Interest bearing facility on funds awaiting investment
- Regular income payments to your bank (if required)
- Nominee service
- Detailed tax year end investment report
- Capital Gains Tax advice and computation
Fees and Charges
Commissions are charged on all purchase and sale transactions and investment management fees are levied for our Discretionary Portfolio Management service. Please contact WH Ireland for details of commission rates, fees and other charges.
