For the more seasoned investor
Your input matters
This service is usually suited to clients who may have some degree of financial market sophistication and, perhaps, the time to devote to managing an investment portfolio. Client funds are still deposited in segregated accounts via Gentry Wilson Partners in the same way as with the Discretionary Management option but this service sees us act in more of an advisory capacity.
Having the final say
We can provide details on the opportunities that present themselves through our extensive network of industry contacts and provide recommendations on meticulously-researched companies and sectors.
Where this service differs from Discretionary Management is that we must seek the client’s ultimate sanction before we can act on their behalf.