A Different Approach To Portfolio Management

Actively changing your investment mix to suit the economic conditions at the time.

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We are very different to other Discretionary Fund Managers

For a start we use a wider range of assets so our models include Open Ended Investment Companies (OEICS), Exchange Traded Funds (ETFs) and investment trusts.

We don’t conform to the traditional equity/bond mix. For example, from time to time if we feel it’s right we might remove bonds from the portfolio altogether. Why hold an asset if we feel there is a good chance it is going to go down in price?

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Why Discretionary Investment Management Is Best

Saves time

No need to ask every client for their permission to make changes to their investments every time.

More compliant

Ensures clients are invested in the right funds at the right time without delays.

Experts managing investments

Qualified and experienced investments managers with the right investment qualifications.

Who Can Use Our Managed Portfolio Service?

Financial Advisers

Can now use our discretionary managed portfolio through popular platforms.

Investors

If your Financial Adviser is not recommending the Minerva Money Management DFM service then ask them why not?

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