Discretionary Investment Management

Listen and understand | Structure and build | Monitor and optimize

The TEAM Discretionary Investment Management Service is designed to make managing your wealth as effortless and efficient for you as we can. We take responsibility for managing your portfolio and while this is just one service in our extensive range, it is fundamental to many of our clients’ wealth plans, with each client portfolio being managed to achieve a very clear purpose.

We apply extensive research to managing your portfolio, our investment committee and research team are continually monitoring the markets, taking advantage of the most appropriate opportunities within the confines of the mandate you have entrusted us with.
We will report our progress to you on a regular basis, and periodically conduct reviews with you to ensure that your investment portfolio remains optimally structured to meet your investment objective. Discretionary investment mandates aim to meet the following expectations:

  1. Personalised portfolio management, based on criteria you have defined
  2. Disciplined and rigorous investment process and risk controls
  3. Full transparency.