Discretionary Services and Options

Discretionary Fund Service

• Investments are held within managed funds
• Client exclusions are available at fund or asset class level
• Annual meetings with the portfolio manager at the Cornelian office, or through conference call
• Up to 0.5% trail commission 
• Minimum investment £200,000

Discretionary Portfolio Service

• Investments are made through individual stock selection of UK equities, and through funds for other assets
• Tailoring of portfolios is available through client specific inclusions and exclusions
• Annual meetings with the portfolio manager at the Cornelian office, but flexibility depending on client location
• Up to 0.5% trail commission
• Minimum investment £500,000

For further information on our discretionary services, please contact us