Our Discretionary Investment Management service is designed for individuals, families, trusts, pensions and charities. The service is available to you on a standalone basis or as an integral part of a wider Wealth Management solution. 

A team of experienced and dedicated Relationship and Portfolio Managers, work closely with you to understand and assess your investment objectives, time horizon, risk tolerance, income and liquidity requirements.

Utilising the expertise of the entire Butterfield investment team, we tailor an investment portfolio to meet your short and long-term goals. Your portfolio may be invested across a range of asset classes (cash, bonds, equities, property, private equity and hedge funds) to ensure maximum diversification and superior risk-adjusted returns. You will benefit from a combination of in-house research and products and the best-of-breed approach for coverage of more specific asset classes, geographical regions and sectors.

Your Relationship Manager will present you with regular performance updates against a composite benchmark, providing you with timely and transparent comparisons.