A number of our clients seek to use the services of a Discretionary Fund Manager. Reasons include the ability to have in depth conversations about investment markets and fund performance, the opportunity to have personal views included in the portfolio construction or a requirement to have the portfolio include or exclude particular assets.

One Wealth has established excellent working relationships with a select group of discretionary funds managers. We are able to collaborate with each fund manager on this group to ensure that there is a seamless approach to implementing and reviewing our clients’ Wealth Management Plans.

Discretionary Fund Management is generally only considered for portfolios in excess of £100,000 and can add additional costs to fund management. One Wealth are able to introduce clients to managers whose style is best matched to specific client needs.