Discretionary Investment Management

Should you decide to use a discretionary investment management service the responsibility for your investments will be delegated to an experienced investment manager. Lightblue act as introducers for this service.

Typically, prior to taking on this responsibility your investment manager and financial adviser will undertake a comprehensive review with you to determine your investment objectives, risk profile and to choose a strategy tailored to your needs.

One of the fundamental advantages of such a service is that it allows your investment manager to take action as market conditions change. The investment market changes rapidly and key opportunities can be missed in the time that it takes to contact a client and determine their wishes.

While your investment manager will have overall responsibility for your investments, you will be able to keep abreast of developments in your portfolio through ongoing reporting. A number of reports including contract notes each time a transaction is effected, periodic valuations and detailed reviews will be sent to you on a regular basis. Additionally, a meeting with your investment manager to appraise your investments can be arranged.