Elevation Wealth Management has Discretionary Investment Management as its core proposition.
What is Discretionary Investment Management?
Basically Discretionary Investment Management allows the selected Discretionary Fund Manager (DFM) to control the day to day decision making for your Pension, ISA or general portfolio. The DFM is given the responsibility of managing your money to a risk mandate that you have chosen.
Elevation are here to advise you on the most appropriate investment structure with regards to functionality, tax treatment and charges. We will also guide you on how to establish your attitude to investment risk and capacity for loss through the use of discussion and scientific industry tools.
We like this approach because we find most people want to know that there is a robust and repeatable investment process in place.
Obviously there are other styles or types of investment management available that we can discuss with you, but to learn more about DFM’s – please see the links below.
Keyfact: The Blackwood models were developed exclusively for Elevation Wealth Management
Keyfact: Tatton are the largest provider of Model Portfolios in the United Kingdom
Keyfact: The business is owned by the Princely Family of Liechtenstein and the executive partners of LGT Vestra
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