Ireland 
USA Discretionary investment management
Our experts can manage your investments for you
Discretionary investment management enables you to delegate responsibility for managing your investments to a professional investment manager. This gives you peace of mind that your investments are in good hands, while leaving you with time for the things you enjoy in life.
At Evelyn Partners, your dedicated investment manager will work with you to understand your objectives and what matters to you before designing an investment portfolio specifically for you.
Your investment manager will then take responsibility for the day-to-day decision-making on your portfolio, deciding where to invest and when to buy or sell.
Why choose Evelyn Partners for discretionary investment management?
We aim to preserve and grow your wealth
A dedicated discretionary investment manager
Investment expertise
Regular meetings
Detailed reporting
Frequently asked questions about discretionary investment management
What is discretionary investment management?
With a discretionary investment management service, you appoint a professional investment manager to make investment decisions on your behalf. These investment decisions will be in line with your wishes but the investment manager doesn’t need to contact you each time they make a change to your investment portfolio. In other words, they have the discretion to manage your investments on a day-to-day basis.
Book a no-obligation consultation
Get in touch to find out how our experts can help you.
Important information
The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.