Discretionary Portfolio Service

Somerset Asset Management's discretionary portfolio service is the perfect solution for those who want to be updated about their investments but may not have the time, expertise, or wish to be hands-on and deal with the daily management of their investments and all that entails. Whether working hard in a busy career or enjoying retirement, we offer made-to-measure, flexible solutions that suit your investor profile, needs, and goals.

Made To Measure

At the heart of our discretionary portfolio service is a made-to-measure strategy that fully considers your circumstances, objectives, and timelines. Whether it's generating income for tuition fees, building funds for retirement, or pursuing growth for future needs, we build portfolios that address your needs. Each Somerset Asset Management portfolio is carefully structured to support your current and long-term aspirations.

Bespoke Discretionary Service

The bespoke discretionary service is tailored to suit your individual circumstances, objectives, and timescales. For instance, a portfolio can be constructed to provide regular redemptions to pay for school fees or income to supplement a pension or an increased risk profile to try and achieve higher levels of capital growth for when it may be needed in future years.

Key Benefits of Our Discretionary Service

Stress-Free Wealth Management
Seamless Financial Integration

Our discretionary service aligns your portfolio with your broader financial goals, such as retirement, estate planning, or philanthropy, ensuring a cohesive and efficient strategy.

Active Portfolio Oversight

Your investments are continuously monitored and adjusted to adapt to market conditions and economic trends, optimizing your portfolio.

Diversified Asset Allocation

We employ sophisticated diversification strategies to enhance returns while managing risk, ensuring your portfolio remains balanced across asset classes and regions.

Tailored Strategies

Your portfolio is customized to match your risk tolerance, financial goals, investment timeline, and specific preferences.

Ethical Investing Options

We accommodate ethical considerations by excluding specific industries, sectors, or companies you prefer to avoid.

Timely Decision-Making

Our discretionary approach allows for quick, informed investment actions, avoiding delays often associated with advisory services.

Transparent Communication

Your investment manager provides regular updates, is available to answer questions, and ensures you have complete clarity on your portfolio's performance.

Secure Online Access

Monitor your portfolio anytime through our user-friendly online platform, offering transparency and convenience.

Diversification

Our discretionary service uses various degrees of exposure to developed and emerging markets, traditional and alternative investments, corporate bonds, and global government debt. This diversified approach balances risk while helping protect and grow wealth in a dynamic portfolio environment.

Risks to Consider

While we aim to deliver robust and stable returns, it's essential to appreciate the risks associated with all investments:

  1. Market Fluctuations

    The value of investments can decrease, and income may vary, meaning you could receive less than your original investment.

  2. Economic Conditions

    Broader economic factors and currency fluctuations may impact the performance of your portfolio.

Our discretionary portfolio service is designed to simplify wealth management while helping you achieve your financial goals. Whether you need a custom solution or seek expert oversight, we provide what you need to give you confidence for your financial future.

Email us at info@somersetassetmanagement.com for more information or specific advice.