Investment can be daunting. That’s why many people prefer to appoint a professional to manage their money. This is known as “discretionary” investment management, which simply means that the manager has the discretion to take investment decisions on your portfolio, within the parameters agreed with you.
Your portfolio has an agreed investment strategy – for example to achieve moderate growth over the long term – and your investment manager decides which investments to buy or sell from time to time in order to achieve this goal.
We have our own investment research team which assesses investments from across the whole market to choose ones which we think are right for our clients.
We take the big decisions together – many minds are better than one – and so all our investment managers follow the same core investment decisions. But the particular implementation of those may vary from client to client, to suit individual needs.
‘Discretionary fund managers firm of the year 2018’ – Lawyer International
‘Most outstanding investment strategy firm’ - 2018 Business Excellence AwardsClick here to contact us or call 01732 758 655
The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of Kingswood Holdings Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.