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Discretionary Managed Service

Our service is made to measure ~ we understand that you have your own individual objectives and timescales when it comes to investing. Our personal approach is based on understanding you and your needs or aspirations, enabling us to provide you with a tailored service from the beginning.

A Portfolio Tailored Just for You

Ideal if you either do not have the knowledge or time to manage your own portfolio.
Ideal if you either do not have the knowledge or time to manage your own portfolio.
You can benefit from direct access to your own personal investment manager and their expertise.
You can benefit from direct access to your own personal investment manager and their expertise.
We can provide a truly bespoke portfolio free from any constraints and tailored to your specific needs.
We can provide a truly bespoke portfolio free from any constraints and tailored to your specific needs.

Discretionary Managed Service

Our personal service ensures we can understand your financial situation and what your investing goals are from the beginning. This includes your likely investing timeframe, and whether you require an income stream or would simply like to either grow or preserve your capital.
Designed for You
Discretionary Managed Service

When creating and managing your portfolio, we can then ensure that stocks are selected according to your individual needs. We are able to select from the whole of the market, whereas some other providers may be restricted to 'house models', or in-house buy-lists or funds. With no such constraints placed upon our investment managers we can ensure that the service we provide is tailored with you only in mind.

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How much does it cost?

 
An annual management fee of 0.85% of the value of the portfolio, plus VAT, will be charged in advance. Further charges may be levied and paid to your authorised professional adviser where agreed by you.

Standard commissions and charges on dealing. Please read our Discretionary Investment Management: Schedule of Charges and Ancillary Charges at www.redmayne.co.uk/charges for more details.

The standard annual investment management fee for this service will be subject to a minimum fee of £600 plus VAT.

How can I find out more?

 
If you would like further information on our Discretionary Investment Management Service, you can speak to one of our investment managers who will be able to provide you with further details.

Alternatively, you can explore our other investment management services to see if they are more suited to your needs.



Our Net Promoter Score is a measure of clients likely to recommend our Discretionary Managed Service.
As at 31st March 2024, out of 2,425 client responses our score is currently 73.2.
Call an investment manager on 0344 259 0001 or search for your local office

A Range of Investment Management Services

Why not explore our advisory and discretionary investment management services:

Advisory Managed Service

Learn more

Inheritance Tax Portfolio Service

Learn more

Our Investment Process

Learn more
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0113 243 6941
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Contact your local office
Contact your local office to find out more