Discretionary Fund Management

Sometimes it’s the little things in life that can make the biggest difference. As part of the Knox group of companies we have an award-winning boutique discretionary fund manager made up of experienced individuals who really care. In partnership with individuals, institutions and advisers, they work with clients to make a real difference to their lives by enhancing and protecting wealth. Founded in the Isle of Man in 2010 their existence was borne out of a demand from discerning clients who are looking for a service as individual as they are.

When clients reach a stage in life where they’ve got more to care about, it shouldn’t mean they have more to worry about. To gain true peace of mind, it’s important to surround themselves with people they can trust. The choice of investments and asset classes is vast and the time in a day is limited. When combined with managing risk and tax planning, this can cause stress.

The discretionary fund management service concentrates on the serious matters, so the client can focus on the important things. The Discretionary Fund Management team ensures clients have the watchful eye they need to make timely decisions to protect and grow their wealth. Using an intuitive and proactive adviser will create opportunities and stability for future generations, allowing clients to pass on the secrets of their success.

As an independent investment house, they work with private and institutional clients under three brands, which are all built on a comprehensive understanding of each individual’s long-term aims and appetite for risk. The Discretionary Fund Management team are expert investment managers, but that is to be expected. What sets them apart is the fact every client receives the same extraordinary level of service as the specialists will create a personalised strategy just for the client. Their size provides them with the flexibility to be able to work responsively and anticipate future trends as the clients’ needs evolve.The Discretionary Fund Management team choose to work with the very best international companies to deliver the right services for clients, such as secure custody arrangements to make sure each client retains complete freedom.

KNOX PRIVATE OFFICE

Trusted Advisers. Collective Expertise. Bespoke Solutions.