Discretionary Portfolio Service (DPS)

Investors with £500,000 and above (or currency equivalent) have access to the Discretionary Portfolio Service through which our professional partners will build and manage a highly personalised portfolio on their behalf. Investors are appointed an individual portfolio manager with whom they have direct contact and who is responsible for working with the investor to actively manage their portfolio and to ensure that their personal investment requirements are adhered to. For added diversification DPS portfolios can be invested into individual stocks and bonds, alternative asset classes and/or third party investment funds.

It is widely considered that investing for the medium to long term (5 to 10 years) will provide your investments the best opportunity for growth. That being said, the Discretionary Portfolio Service has no lock in period or exit penalties which means investors are able to access their funds whenever they are needed and without penalty.

PCS- Discretionary Portfolio Service

DPS- The Benefits

  • Low Cost & Easy to Establish
  • Available In Multiple Currencies
  • Penalty Free Access To Your Money
  • Comprehensive Investment Reports
  • 24/7 Online Portfolio Valuation Viewer
  • Work With A Personal Portfolio Manager
  • Multi Award Winning Investment Management
  • Registered & Regulated In Multiple Jurisdictions

DPS- Flexible Access

The flexibility of the Discretionary Portfolio Service means that it is accessible through and compatible with the following newly created or existing structures:

  • Direct Within A DPS Account
  • SIPP- Self Invested Personal Pension Accounts
  • QROPS- Qualifying Recognised Overseas Pension Scheme
  • Trusts or Foundations
  • Holding Companies
  • International Portfolio Bonds


PCS- Discretionary Portfolio Service
PCS- Professional Client Advisers

DPS- The Process

Contact PCS- An adviser will contact you in order to:

  • Discuss Your Requirements
  • Answer Your Questions
  • Complete An Investment Profile Questionnaire

Your adviser will then:

  • Arrange & Email You A Personal Proposal
  • Discuss The Terms Of The DPS Account
  • Intorduce You To Your Personal Portfolio Manager

DPS- Account Opening

Once you are ready to establish an account, your adviser will assist with the completion of the following:

  • Application Form
  • Proof of ID & Address
  • Investment Funds Transfer
  • Establishing Your Account

Your PCS adviser will work with you and your personal portfolio manager to provide ongoing support in relation to you account.

PCS- Professional Client Advisers

We Are Here To Help You

PCS will put you in contact with an adviser in your region. Their role is to assist you in determining which solutions match your requirements, to liaise with our partners and prepare and provide you with a comprehensive proposal.