Clients

The discretionary client option is usually more appropriate for investors who lead busy lives or who don’t have a high level of experience in dealing with such investments.

We pre-agree investment mandates with discretionary clients. Such mandates will detail the size of the portfolio, investment restrictions and so on. Discretionary clients receive twice yearly portfolio reports and our portfolio management team are always on hand to answer any questions.

We send out newsletters twice a year and hold summer and winter dinners where clients can meet one another and Braveheart management. These gatherings are a useful opportunity for clients to discuss their portfolios and any other topical issues that may arise.

Further information is available in our client factsheet.