Discretionary fund management

A discretionary fund manager is an investment professional. They have the expertise to advise you on investment choices and build and manage a portfolio on your behalf.

They do this by taking into account the level of risk you’re comfortable with, your financial needs and goals and your tax position.

Making investment decisions

Once your portfolio has been built, the discretionary fund manager will use their expertise to make independent decisions about the portfolio. This allows them to act quickly and take advantage of opportunities that could help your investment grow.

Fees

Through our range of open architecture bonds, you can choose to have your investments managed by one or more discretionary fund managers, without increasing the ongoing charges of your offshore bond.

If your investments are looked after by a discretionary fund manager, VAT is usually added to their fees. However, if you choose our Premiere Europe Account or our Wealth Preservation Europe Account (both based in Ireland), VAT does not need to be added to the discretionary fund manager’s fees.

Choice

You can use a discretionary fund manager with the following products:

• Premiere accounts
• Wealth Preservation Trust
• Elite and Prestige accounts
• Controlled Access Trust