Discretionary Portfolio Management

Discretionary Portfolio Management

Let us do the work for you.

Discretionary Fund Management
Discretionary Investment Management
Private Wealth Management

The Market

Marshall Sterling manages money for a variety of international private and institutional clients who seek to take advantage of the resources, expertise and insight of our qualified investment managers. 

As an FCA Authorised Financial Institution, Marshall Sterling operates in accordance with a robust Regulatory framework that provides comfort and peace of mind to our counterparties and clients alike.
We place the protection of client assets* and performance of client portfolios at the forefront of our ethos.

Our proprietary portfolio management solutions provide our clients and the clients of our intermediaries and counterparties alike with a range of solutions that can be selected according to risk rating, investment objective, time horizon or asset allocation.

Marshall Sterling also works with leading external third-party institutions to create model portfolios that encompass opportunities not covered within our own core investment offering. This service enables a greater level of diversification and risk management.

Note that within the various investment objective profiles detailed above, there might be a number of underlying sub-category portfolio offerings or a blended range of portfolio’s for diversification or asset allocation purposes. 

Marshall Sterling additionally provides access to tax efficient discretionary or execution only portfolio solutions via a range of routes and vehicles. 
Please ask us for more information. 

In relation to third party offering, the model portfolio solutions can be filtered by way of risk rating, investment objective, time horizon, asset allocation or institution. 

We look forward to assisting you. 

Note the figures depicted within this page are intended examples only for discussion purposes. The products made available may not be suitable for your personal or geographic circumstances. Your capital is at risk, investments can go down as well as up and you may get back less than you originally invested. Please contact us and/or an Independent Financial Adviser for more information.

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As an example, our proprietary investment offering might include the following opportunities:

Protected Portfolio

  • Target 0.5% – 3%pa
  • Low volatility
  • Long Only
  • Fixed Income

Cautious Portfolio 

  • Target 5% – 10% pa
  • Low volatility
  • Long Only
  • EU, UK and US Equity and Fixed Income exposure

Moderate Portfolio 

  • Target 10% – 20% pa
  • Moderate to high volatility
  • Long/Short
  • Developed region leveraged multi-asset

Adventurous (Speculative) Portfolio 

  • Target 20% – 50% pa
  • High volatility
  • Long/Short
  • Developed region leveraged equity
NOTICE: Be advised that we base our target returns on a mix of real-world past performance and proforma data modelling.
Past performance is not a reliable indication of future performance and real-world future outcomes may vary significantly from target returns. 
Where there is investment, there is risk.  

DiscretionaryFund Management

In Addition to providing our in-house investment products, facilitate access to a wide range of  external Managers funds and investment products.

By doing so, we are able to further diversify our clients investment exposure and present a broad range of opportunities based on our clients investment objectives and attitudes to risk.

We will monitor the portfolio as a whole and re-balance and allocate as necessary.

This provides our clients with peace of mind that their whole portfolio is being managed with a single point of contact reducing their administrative whilst achieving portfolio diversification.

Our Premier clients we are able to deliver an additional full sweet of Private Wealth Management in association with our international legal and taxation counterparties.