Discretionary Asset Management

We have been successfully providing our specialist Discretionary Management Services since 1986, by our parent company C P N Investment Management.

Our Discretionary Management Service uses an often overlooked fund switching feature of most pension and single premium investment bond contracts. These contracts have a facility whereby funds can be switched daily between all available equity, property, gilt and cash funds on each individual platform.

An opportunity rarely fully used by many investors, the fund switching facility can be used to take advantage of rising markets allowing us to cautiously maximise your returns. The most important benefit though is the element of safety provided by the availability to move into cash and deposit funds at times of uncertainty or market decline.

Markets are monitored on a daily basis by our dedicated team and the fund switching decisions are made contingent on current trends.

Via Discretionary Management we can actually take advantage of market volatility within individual markets, as well as profiting from diverging global economic trends.