Discretionary portfolio management is ideal for discerning investors who are looking to free up their time by handing over the management of their investments to an expert team.
The Discretionary portfolio management service at AFH Private Wealth is the core of the offer available to you through your dedicated client executive. The Discretionary service provides you with the benefit of the considerable experience and expertise of our entire team, with your client executive managing your account(s) on a day-to-day basis, using their wealth of experience and expertise to make investment decisions on your behalf - all in line with your risk appetite and long-term investment objectives.
Being part of the AFH Group means your client executive can also work with one of AFH Wealth Management’s independent financial advisers, to provide advice and support across the widest range of financial planning needs. This ensures a truly holistic approach to your wealth management requirements if you need it.
We’re also happy to work alongside your existing financial adviser, to add a new dimension to the services they may already provide for you. If you currently hold a SIPP/SSAS, we would be happy to assist you in the management of these investments.
AFH Wealth Management is a trading style of AFH Independent Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.
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