Discretionary Investment Management

“It is reassuring to learn that the directors’ own investments are managed by the firm in the same way as mine".

Discretionary Investment Management

Our service is the cornerstone of helping our clients protect and grow their financial prosperity.

Clients want the reassurance that someone they trust is looking after their assets and helping them make the right decisions so they (and their family) can enjoy a secure and fulfilling future.

To achieve this we take time and care to build a real understanding of your requirements. By dovetailing this knowledge with our rigorous process, we ensure that your investment portfolios will reflect your needs now, and as they evolve.

Portfolios are expertly constructed to deliver a suitable balance between your financial objectives and your capacity and willingness to undertake investment risk.

Investing in markets is for the long term and you need to feel comfortable with the investments that you hold. Most of our clients do not have the confidence, knowledge, or indeed time to manage their own assets. Hurley Partners assumes this responsibility for you, never forgetting that it is your money.

Our investment philosophy

Underlying our investment recommendations are strong principles that frame our approach and subsequent management of your portfolios. Our philosophy is long-term with a clear focus on active management and risk control. Read more ….

How we help you

We give you the reassurance that a specialist you trust is looking after your assets.

We are always available to talk to you about your investments. Being accessible to our clients is very important to us.

You will receive a regular valuation of your portfolio, an annual review meeting and where applicable, full tax year-end reporting. A secure online service is also available.

Overall our aim is to make life less complicated for you whilst delivering a tax-efficient and strong investment performance.

Our expertise in both investment management and pensions provides you with an efficient, integrated and joined-up service that is rarely available.

Our Discretionary Investment Service:

  • Discretionary investment management service
  • Family and individual portfolios, ISAs, pension funds and family trusts
  • Trust and charity investment management
  • AIM portfolio service
  • Investment administration and safe custody
  • Regular valuations
  • An annual review meeting
  • Full tax year-end reporting
  • Secure online service
For more information please contact Peter Collier on 020 8936 3970 or email him here