Discretionary Investment

‘Discretionary investment management’ is a form of investment management in which buying and selling decisions are made by a portfolio manager or investment adviser for your account.  It can only be offered by firms and advisers with specialist permissions and extensive experience in the investment industry.  The term discretionary means that investment decisions are made at the investment manager’s ‘discretion’.

SG Wealth Management are one of the very few Independent Financial Advice firms in the UK with ‘Discretionary Permissions’.

Using the services of a discretionary manager takes away the headache of constantly monitoring your investments as it means that we – rather than you, the investor – take the decision on what to buy and sell without seeking instruction from yourself.  This means our clients must have the utmost trust in our capabilities to act in their best interests – one of the core values on which we pride ourselves.

We offer ‘discretionary investment management’ if you have a significant amount of assets to invest.

Past performance is not a guide to future returns. The value of investments can fall as well as rise. Investors may get back less than invested.