Portfolio management
services at AFH Private Wealth

Whether you choose our Discretionary or Advisory portfolio management service, at AFH Private Wealth, your dedicated client executive will manage your money the way you want.

The Discretionary portfolio management service is the core of the offer available through your personal client executive and is suited to clients who don't necessarily want the pressure of handling their own investments. The Advisory portfolio management service, also available through our client executive, is more suited to clients who wish to have more control over their investments.

You can find out more about each service by clicking on the links below before deciding on the right one for your long-term financial needs and objectives.

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Advisory portfolio management

If you’re looking for more control, our Advisory portfolio management service might be right for you, with your client executive managing your investments on a day-to-day basis, but referring to you before making any investment decisions.

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Discretionary portfolio management

With our Discretionary portfolio management service, your dedicated client executive will take on the day-to-day management of your investments, applying their experience to make investment decisions on your behalf.

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Get in touch

To discover how AFH's unique approach to private wealth management can help you build a better future, please contact us.