Financial markets are fast moving and keeping up to speed with fluctuating share prices, exchange rates and commodities can be a time-consuming challenge.

A discretionary fund manager can take away this pressure. By passing control of your investments to a DFM you give them responsibility for monitoring markets and making your investment decisions.

This doesn’t mean that you need to take a back seat, working collaboratively, you will agree your overall investment strategy with your investment manager, in Fairstone’s case, via your financial adviser and use their skills and experience to execute your strategy. You will receive regular updates and of course, you can change the overall strategy at any time in line with your ever-evolving personal circumstances.

​​​​​​​Benefits of our managed portfolio service:

  • Our portfolios meet a wide range of investor needs across the risk spectrum
  • Your portfolio is managed within your risk profile at all times
  • Diversity of asset classes and regions maximises long term returns
  • Our risk management focus aims to keep downside losses within predetermined limits
  • Inflation-related benchmarks allow you to judge portfolio growth in real terms
  • Our range is available in all major tax wrappers to meet your needs
  • You can access our portfolios across a wide range of retail platforms
  • Competitively priced and with a transparent charging structure

Pro-active management & frequent reporting keeps you in touch with progress towards your goals