Discretionary investment management

This service is designed for portfolios over £150,000. Decisions on the selection of stocks and the timing of purchases and sales are made by our investment managers in line with the agreed strategy. Client services include:

• Immediate notification of any changes made to the portfolio
• Six-monthly detailed reports on the funds under management
• Schedules produced with consolidated information for tax records

We would be delighted for you to become a client.

Contact us: investment.management@nwbrown.co.uk