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Discretionary Investment Service

Fogwill & Jones Wealth Management’s Discretionary Investment Service takes care of your investments for you, giving peace of mind that your wealth is in safe hands.


DISCRETIOMARY INVESTMENT SERVICE

Preserving and growing your wealth over the long term

Fogwill & Jones Wealth Management’s Discretionary Investment Service takes care of your investments for you, giving peace of mind that your wealth is in safe hands. With the expertise of our in house Discretionary Investment Manager, we offer an investment service with an agreed and targeted level of risk to preserve and grow your wealth over the relevant timescale. These targets are agreed with your adviser in the initial meetings..

Our sole purpose in constructing your portfolio is to provide the best long-term performance within a suitable risk tolerance. We select investments with this objective in mind, only choosing to invest in funds if we believe they compete with the very best available in the market and only once they have been subject to the same scrutiny and rigorous testing.

This service also offers the opportunity to have your ISA Allowance and your Capital Gains Tax allowance utilised each year, thereby saving potential future tax charges, but will be subject to the way your investments are structured.

Discretionary Investment Management is where buy and sell decisions are made by an investment manager on behalf of a client. The term "discretionary" refers to the fact that investment decisions are made at the investment manager's discretion. This means that the client must have the utmost trust in the investment manager's capabilities. Discretionary investment management can only be offered by individuals who have extensive experience in the investment industry and who hold the relevant qualifications.

Because the Investment Manager has your permission to manage your portfolio on your behalf, they can take instant advantage of market movements and opportunities ensuring you are more likely to be invested in the right place at the right time.

As professional Investment Managers, we monitor and adapt your portfolio and provide access to some of the world’s leading fund managers. You can be sure your investments are receiving expert attention at all times.

Features of the investment portfolio

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Access to a wide range of funds

At Fogwill & Jones Wealth Management we are continually performing research into new investment opportunities and engage with numerous investment managers each year.

We seek out the leading fund managers and most efficient solutions across each discipline, to invest your money in a portfolio of diversified funds which will meet your risk-rated attitude. These investments are held in a unitised fund that simplifies administration and offers Capital Gains Tax deferral, irrespective of underlying trading activity.

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Portfolios aligned to your risk profile

Our starting point when we design your investment strategy is your risk profile – where we consider how comfortable you are with fluctuations in your portfolio value and potential losses. Our aim is to achieve the perfect balance – competitive performance, without taking more risk than you have told us you are willing to accept or can afford.

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Actively monitoring your portfolio

We review funds on a continuous basis to determine if they’re still suitable. If a fund isn’t right for you, then we’ll change it. We are always researching new investment opportunities on your behalf.

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