DISCRETIONARY SERVICES

 

The discretionary service takes the day-to-day financial decision making process out of the client's hands and into those of a professional investment manager.

Whether it is the inability to dedicate the required time to managing your financial affairs effectively, or simply a lack of interest in financial markets that leads you to seek out this service, we will aim to provide a solution that meets your individual needs and objectives.

You will be required to enter into a binding mandate agreement with White Investments which, amongst other things, outlines your risk and return objectives as well as the basis of the relationship between White Investments and you the client.

The mandate gives full discretion over all investment decisions to White Investments who in turn will carry full accountability and a commitment to invest on your behalf with great care and diligence.