Investment Management Services
Advisory Managed
Our advisory investment services have been designed for those of our clients who like to be actively involved in decision making.
We provide investment ideas, advice and guidance but the client retains ultimate investment control. We aim to build strong partnerships with our advisory clients, based on active engagement and regular communication.
Discretionary
Our discretionary investment service allows clients to delegate the management of their portfolios to an investment professional.
The investment manager and client agree on a long-term investment strategy, which will reflect the client’s individual investment goals and attitude to risk.
We will then provide a regular review and valuation of the clients portfolio at agreed dates to keep them informed of the progress of their investments.
Private Portfolio Service
This service is a refinement of Hedley & Co's offered Advisory and Discretionary Managed portfolios through the active and direct involvement of the company's in house strategist, Neil Worsley, who offers a range of investment strategies to tailor a portfolio to fit a clients objectives.