Investment Management
Investment Management at Dover Wealth
Our investment management service is designed for individuals, families, trusts and corporate clients who want their capital managed by a dedicated professional team. We work closely with each client to construct a portfolio that reflects their objectives, risk tolerance, time horizon and tax position.
Discretionary management
Under our discretionary mandate, our investment committee makes day-to-day decisions on behalf of clients within an agreed strategy. This is the right approach for clients who want active portfolio oversight without needing to approve every transaction.
Advisory management
Our advisory service is suited to clients who want to remain hands-on, with our team providing research, ideas and recommendations that the client approves before any transaction is executed.
What goes into a Dover Wealth portfolio
- Global equities — direct holdings and through carefully selected active and index funds
- Fixed income — government bonds, investment-grade corporate bonds and gilts
- Alternatives — real estate, private market funds, structured products and selective hedge fund exposure
- Cash and short-duration instruments to manage liquidity and risk
Reporting and review
Clients receive quarterly performance and valuation statements, supplemented by 24/7 access to our secure online client portal. Portfolios are reviewed at least annually with the lead adviser, with interim reviews triggered by material market events or changes in personal circumstances.
Who this is for
Investment management is suitable for clients with at least £25,000 to invest. For clients above £100,000 we typically recommend our Private Client Service for a more bespoke engagement model.