Discretionary Management
WHI discretionary investment management is suitable for private investors wishing to delegate decision-making on investment portfolio construction to a team of dedicated professional advisers, with WHI taking full responsibility for all investment and administration matters.
We evaluate each client’s needs and preferences by determining spending and lifestyle requirements, capital expenditure and desire for generational wealth transfer.
Our process balances investment opportunities across a broad range of asset classes, sectors and geographies, while employing strategic asset allocation based on a strict agreed framework that measures the trade offs between risk and return. We do this through portfolio diversification, which includes regular ongoing monitoring of investments, enabling us to action tactical shifts and rebalancing within your portfolio, taking into account economic trends and current market conditions.
We will provide portfolio valuations every six months and produce a comprehensive investment report at the end of each tax year which will consist of the following:
- Detailed valuation of assets
- Market commentary
- Schedule of transactions and capital events
- Statements for all accounts
- Schedule of dividends and interest
- Composite tax certificate incorporating both dividend income and interest received
- Capital gains tax computation
We believe our strong client focus and high quality administration underpins a successful long-term relationship based on trust and transparency.
WHI’s investment managers will:
- Understand your complete investment needs
- Monitor your investment portfolio on an ongoing basis
- Provide a truly independent and personalised wealth management service - our independence is key in allowing us to make objective investment decisions for our clients
- Ensure regular income payments to you bank (if required) and place funds awaiting investment in an interest bearing facility
- Facilitate access to in-house, UK and International research
- Hold semi-annual reviews with you to ensure your investment portfolio is in-line with your specified mandate
- Prepare regular portfolio valuations, reports, detailed tax year end investment reports and capital gains tax advice and computation
To learn more about WHI discretionary management services please contact your WHI Investment Manager.
* Fitel Nominees Limited is a separate non-trading company of WH Ireland Limited which acts solely as a nominee.
To download a factsheet containing the above information, please click here.
