DSW Wealth
- Discretionary services
- Our services explained
- How to apply
Andy Palfreman
Chief Investment Officer
Home > Discretionary Services > Our services explained
Our Discretionary Trading Services explained
DS Wealth manages your account on a day-to-day basis, making the investment decisions on your behalf across a range of investment types: equities, indices, CFDs and Foreign Exchange.
What are Discretionary Services?
Our Discretionary Trading Services are fully managed portfolio services where we help you formulate an investment strategy that fits your financial goals, and we then implement it on your behalf.
Why choose Discretionary?
Discretionary services are particularly useful if you don’t have the time or resource to manage your investments on a regular basis. You simply hand over the management to DS Wealth and we trade your portfolio for you.
How does it work?
Our Chief Investment Officer and team actively manage investments in derivatives on a daily basis. We have close access to the major leading CFD and have news, information and prices coming in from seven separate sources. We provide regular trading updates to you and contract notes for all trades made, keeping you in the picture at all times.
Is there a minimum investment needed?
Yes. You are required to make a minimum £25,000 investment.
CFDs are leveraged products which offer a potentially large exposure to the underlying security for a relatively small amount of capital. This will have the effect of magnifying profits or losses, and consequentially carries significant risk. It is possible to lose more than your initial investment.
These products may not be suitable for all investors, therefore ensure you understand the risks involved and seek independent advice if necessary.