Signature specialises in providing discretionary portfolio management to clients of Financial Advisers. The service is designed to work in partnership with the overall wealth management proposition provided by Financial Advisers, freeing up their time and removing the need to make investment decisions.
As discretionary managers, we will manage client portfolios to a mandate agreed between the client and their Financial Adviser, taking into account a client’s risk profile and investment objective. We offer a fully managed, risk-based investment service, combining extensive research, with our innovative 4-Dimensional investment and risk monitoring process.
Discretionary management provides the flexibility to react quickly to fast moving markets and changing economic circumstances, with investment decisions made without referring to the client, or Financial Adviser, before every transaction.
We have three investment propositions to match clients’ needs, a Collective Portfolio Service (minimum investment dependent on platform), a Hybrid Portfolio Service (starting from £50,000) and a Bespoke Portfolio Service (starting from £100,000).