Discretionary investment management is a continuous process and as such this service is subject to an Annual Management Fee. This fee is based on a percentage of assets under management (AUM) and is payable on a monthly basis.

The complexity and nature of the mandate will ultimately determine what this rate is. Typically you could expect anywhere between 0.25% and 1.0% per annum, excluding VAT.

Please contact us to find out more about how we can work with you to structure the fee schedule based on your specific mandate requirements.