Discretionary portfolio management

Supporting financial advisers by matching diversified portfolios to client risk requirements

Our discretionary portfolio management service helps financial advisers focus on finding the right solution for their clients. Access a range of investments maintained by active portfolio managers.

Reasons to invest

An investment built around investors

Risk is personal, and there’s no ‘one size fits all’ approach. Build portfolios to suit every client.

Managing risk, return and volatility on your behalf

Build high-quality portfolios, actively managed by an experienced financial team.

A range of available portfolios

Access a diversified selection of investments across asset class, region or investment type.

Risks to bear in mind

Capital at risk

The value of an investment, and any income from it, can fall as well as rise and investors may not get back the full amount they put in.

Impact of fees and charges

The performance of investments, and therefore the returns, will be affected by the fees and charges payable, along with costs incurred by investing in the underlying funds that form a client’s portfolio.

Discretionary portfolio services from Octopus

Where to next?

Download our product brochure

Learn more about Octopus Portfolio Manager.

Read our guide to risk and volatility

Our guide explains why we believe it’s essential to focus on risk as well as returns.

Contact our team

Got a question about Octopus discretionary portfolio management?
Call us on 020 3142 4617