CDM Consultants | Portfolio Management
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Portfolio Management

Portfolio Management

A tailored service that delivers personalised investment solutions

Bespoke. Most people associate the word with a beautifully tailored suit. Made to measure, designed specifically for the individual.

That is the way we look at our Bespoke Portfolio Management service. It is a personal relationship between you and your Investment Manager. We manage your assets on your behalf.

It is about us understanding you, your objectives and how best to achieve them.

Our portfolio management service is intended to be discretionary, which means that we manage your portfolio and make all investment decisions at our discretion. However, an advisory service is also available, meaning you can retain full control of the investment choices that are made.

To manage your money, we need to create an investment strategy based on your unique requirements. Your personal circumstances, objectives, knowledge and experience and attitude to risk will be our starting point. We will also consider your existing investments. We will explore what you want to achieve, be it a balanced return from income and capital growth, or a focus purely on income, or perhaps an emphasis on growing your existing wealth.