Discretionary Managed Portfolio Service
The Discretionary Managed Service invests directly into equities and fixed interest securities, and is suitable for clients wishing to delegate their investment decisions, portfolio monitoring and administration to TFS.
The pace of change and volatility in the financial markets is increasing. The majority of investors clearly neither have the time, inclination nor background knowledge to fully understand the complexities of potential investments and macroeconomic data.
With the discretionary managed service we will take all the investment decisions based on the details you have given us in respect of your clients timescales, attitude to risk, and investment objectives. In addition to the periodic reviews of their portfolio, they can also contact us at any time in order to discuss how their portfolio is developing, or to change the mandate within which we operate.
For further information please contact marketing on 0208 133 2976 or email us by following the link click here.
Office Contact Hours: Monday to Friday 9:00 am to 5:00 pm - Saturday 10:00 am to 4:00 pm - Sunday closed