Discretionary Services

In addition to our rebalancing service, Fusion Wealth can also act as the discretionary manager on behalf of our advisory customers. We work with other Discretionary Fund Managers, Investment Houses, Boutique Fund Managers and fund research companies, in order to develop bespoke client portfolios which we can then run on our customer’s behalf. The benefits of this approach cannot be overstated as it empowers firms by offering best of breed investment solutions whilst retaining client ownership and control.

The sheer volume of global asset classes and instruments at our disposal means that firms can choose to run a much wider universe and create innovative and risk weighted portfolios which map to the their clients investment goals and tolerance for downside risk. This approach allows the freedom to deliver institutional grade investment solutions that would not normally be possible through a standard retail wrap or platform.