Managing an investment portfolio effectively demands a time commitment that few individuals are able to make.

The decisions you make regarding your wealth will have far-reaching consequences. Whatever the future brings, you need to be confident that your assets are being managed efficiently and effectively

Managing Your Assests

JB Wealth Management Ltd recommend some of the best discretionary fund managers in the market. These investment services are designed to enable investors to fulfil a combination of objectives and have the flexibility to adapt should their circumstances or requirements change. The dedicated Investment Managers undertake detailed analysis and work diligently towards achieving optimum returns within client risk parameters.

Creating a portfolio that is well diversified, regularly monitored and that can be adjusted to suit market conditions requires a high degree of specialist expertise.

Discretionary Fund Manager

Using a Discretionary Fund Manager within a structured and disciplined framework, employing dedicated investment specialists, allows returns to be maximised. Each portfolio is designed to take account of a client’s specific objectives and attitude to risk. In an ever changing world, investors need an investment portfolio that is constantly monitored and managed in order to meet their objectives.

The process of appointing a firm to manage your investments can be a daunting one. We have experience to help you make the right choice, countrywide.

The process of appointing a firm to manage your investments can be a daunting one. We have experience to help you make the right choice, countrywide.

The Discretionary Fund Managers we use are:

  • Brewin Dolphin
  • Cazenove Capital Management
  • Charles Stanley
  • Quilters
  • Rathbones

Investments can go down as well as up, and you may not get back the full amount invested. Past performance is not a guide to future performance. Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.