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.

Summary of Discretionary portfolio management

Will I benefit from a dedicated client executive?

Yes. Your client executive, along with bringing a wealth of investment experience and expertise, is your direct point of contact for any queries you may have about your portfolio.

How often will my client executive review my portfolio?

Your client executive will actively review your portfolio in line with market activity.

How often will my client executive adjust my portfolio?

As this service is discretionary, your client executive will be monitoring and, where appropriate, adjusting your portfolio on an ongoing basis in line with your agreed investment parameters.

Will you need my signature to authorise an adjustment?

No, as this is a discretionary service, written or verbal authority to undertake any adjustment is not required.

How often will I receive a portfolio report?

You will receive a biannual portfolio report and a quarterly transaction report.

Are online valuations available?

Yes, you can access your account through the online portal.

Think Discretionary portfolio management might be right for you?

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