Managing an investment portfolio with the care and professionalism it deserves is extremely demanding.
The speed of economic and political change, combined with a large number of different news sources can make it difficult for private investors to keep properly informed and to interpret how their investments are affected.
Even having constructed a suitable portfolio, the administration and the paperwork generated by it can be time-consuming, and errors and delay in attending to it can be costly.
Using BRI’s discretionary management service means that your portfolio is run how you want it leaving you free to focus on what is important to you.
You won’t have to worry about making investment decisions or attending to paperwork as we will do all this for you.
In our initial discussions with you, we aim to establish what you want from your investments and your attitude to risk.
Using an individually constructed investment proposal, we will discuss with you the different asset classes available to you, and how your portfolio might be constructed with regard to your particular investment aims and attitude to risk.
Moving forward, and once a portfolio that meets your objectives has been established, these parameters will be used as the basis for day-to-day investment decisions without the need to bother you.
These parameters will be reviewed regularly to ensure that they are still suitable for your needs. If a change is appropriate, for example as you approach retirement, we can gradually change the structure of your portfolio over a period of time.