A large tree stands in a sunlit field at sunrise, casting long shadows on dewy grass. Mist rises in the distance, and leafy branches frame the scene from above. The sky glows with warm yellow and blue tones.

Discretionary Portfolio Management Service for Private Clients

For individuals who want confidence, not complexity.

JUMP TO:

Select

When you’ve built significant wealth or are trusted with preserving it, the stakes feel higher. Time is limited, markets are unpredictable, and investment decisions can quickly become overwhelming and time-consuming without the right expertise.

Our discretionary portfolio management service is designed to lift that pressure off your shoulders. Whether you’re navigating the sale of a business, planning for future generations, or simply ready to step back from the noise, we provide the calm, expert stewardship your wealth deserves.

Already a client? Welcome back.

access your portfolio

Two grandparents walk hand in hand with their young grandson and granddaughter along a gravel path in a park, surrounded by green trees and a wooden fence on an autumn day.

What is Discretionary Portfolio Management?

Our bespoke discretionary portfolio management service allows us to manage investments on your behalf - making day-to-day decisions within an agreed strategy that reflects your goals, attitude to risk and long-term vision.

You’ll work with a dedicated Client Investment Manager - an expert in constructing and managing investment portfolios - who brings deep market insight and access to a broad range of investment opportunities. Once your investment portfolio is in place, they take responsibility for selecting, monitoring and adjusting holdings as needed - without requiring your ongoing approval.

This tailored approach ensures your wealth is actively managed with precision and care, giving you the confidence that your portfolio is working hard for you, and the freedom to focus on what matters most.

Important Risk Information

Performance is not guaranteed; values may fluctuate. You delegate investment decisions to us.

Why consider Discretionary Portfolio Management Service?

Professional Expertise

Offers the confidence that your investments are overseen by seasoned professionals making well-informed decisions on your behalf.

Save time and stress

Removes the burden of day-to-day investment management, allowing you to focus on what matters most to you.

Tailored to your individual needs

Ensures your portfolio is thoughtfully aligned with your individual goals, risk preferences, and long-term aspirations.

Quick decision-making

Enables your manager to act decisively as opportunities arise, ensuring your portfolio remains responsive and well-positioned.

Tax-efficient strategies

Incorporates careful planning to help optimise returns while managing your overall tax exposure.

Clear reporting and guidance

Provides regular, high-quality reporting that keeps you informed and in control without overwhelming detail.

Who is it suited to?

Our discretionary portfolio management service is suited to individuals who are seeking long-term growth, are comfortable with investment risk, and value the reassurance that comes from professional investment management.

It’s well suited to those who:

Understand that market fluctuations are a natural part of long-term investing

Prefer to delegate day-to-day decisions while remaining informed on the overall investment strategy

Value a trusted relationship with one of our investment professionals who understands their goals and manages their portfolio accordingly

See their portfolio as part of a broader plan for wealth growth, preservation or succession

Appreciate a considered, disciplined approach to managing and evolving their investments

Three generations of a family—an older woman, a younger woman, and a baby—stand together outdoors in a sunlit park, smiling and looking at the baby. Trees with green leaves fill the background.

A man in glasses and a white shirt sits at a table, looking thoughtfully towards another person whose back is to the camera. Laptops are open on the table in a bright, modern room.

Two women in business attire sit at a table, focussed on a laptop screen. One woman with curly hair is speaking, while the other, with straight hair, listens and looks at the laptop. A mobile lies on the table.

How does DPM work?

At Drumnor Investments, our discretionary portfolio management service is designed to sit seamlessly within your wider financial plan.

We will work closely with you to ensure your portfolio reflects your long-term goals and risk appetite.

Our process

1

Discovery

We begin with an in-depth conversation to fully understand your financial goals, circumstances, risk tolerances and investment preferences.

2

Investment Strategy

We design a bespoke investment strategy tailored to your objectives and long-term financial plan.

3

Implementation & Management

Your portfolio is constructed and managed by your Client Investment Manager, who monitors it continuously and adjusts where appropriate.

4

Ongoing Support & Review

You’ll receive regular updates and review meetings to ensure your portfolio remains aligned with your goals, and adapts to any changes in your life, or in the markets.

How We Invest

A calm and considered approach.

Our role is to keep you on course, so you can move forward with confidence, whatever direction your journey takes.

We combine in-house expertise with respected external research to identify quality investments across a wide range of asset types; including equities, fixed income, alternatives, and infrastructure. We have the flexibility to explore a broad range of opportunities and select those most suited to your portfolio.

We never forget that it’s your money we are investing, and every decision is made with your objectives, priorities and long-term success in mind.

Strategic Asset Allocation

Your long-term asset allocation forms the foundation of the portfolio. As a well designed system, it will remain largely consistent over five to ten years, though we may make tactical adjustments when short-term opportunities or risks arise.

Stock Selection

When done effectively, stock selection plays a key role in enhancing performance, managing risk, and aligning your portfolio with your specific objectives whether you're focused on growth, income, capital preservation, or responding to market opportunities.

Diversification

Good investment management isn’t about always picking winners - it’s about managing risk sensibly across a range of assets. Thoughtful diversification helps to reduce volatility, enhance long-term returns, and give you greater peace of mind through market cycles.

Read our Investment Philosophy

Why Choose Drumnor?

Invested in you

We get to know what matters most to you, so your portfolio works for you now and supports your ambitions for the future.

Proven expertise

With over 60 years’ combined experience, we know how to guide clients through changing markets with informed, confident decision-making.

Clear communication

Your Client Investment Manager will be your dedicated point of contact, on hand to provide clear updates and thoughtful guidance whenever you need it.

Forward-thinking and flexible

Our long-term perspective allows us to adapt seamlessly to changing markets and evolving client needs, while working with third-party platforms when appropriate to access the right solutions.

Long-lasting partnerships

Many of our clients have been with us for years - a reflection of the trust, attention, and consistent results that define our service.

Looking After You…

Led by Andrew McLean, our Client Investment Management team will be here to support you every step of the way.

A man with short, dark hair and glasses wearing a white button-up shirt stands smiling outdoors on a city street with blurred buildings in the background.

Andrew McLean

Managing Director

amclean@drumnor.co.uk

A woman with long brown hair, clear glasses, and a green short-sleeve blouse smiles whilst standing on a city street with blurred buildings and cars in the background.

Sarah Peter-Smith

Chief Operating Officer

speter-smith@drumnor.co.uk

A man wearing a white button-up shirt smiles whilst standing outdoors on a city street, with blurred buildings and railings in the background.

Matthew Brown

Senior Client Investment Manager

mbrown@drumnor.co.uk

A woman with curly brown hair, wearing a grey checked blazer, black top, and pearl necklace, smiles whilst standing outdoors on a city street with blurred buildings in the background.

Gail Craig

Senior Client Investment Manager

gcraig@drumnor.co.uk

A woman with long blonde hair, wearing a black textured jacket with white trim and decorative buttons, smiles whilst standing outdoors on a city street with blurred buildings in the background.

Ashleigh Rowan

Senior Client Investment Assistant

arowan@drumnor.co.uk

A bearded man in a light brown jumper stands outdoors on a city street, looking at the camera and smiling softly. The background is blurred, showing buildings and a pavement.

Callum Ross

Client Investment Assistant

cross@drumnor.co.uk

Pricing

Our discretionary portfolio management service is charged as a percentage of the assets we manage on your behalf.

Your fee covers:

Day-to-day management of your portfolio
Ongoing monitoring and adjustments
Regular reporting and review meetings
Direct access to your Client Investment Manager

Any additional costs, such as fund management charges or transaction fees, will always be clearly explained before they apply.

For a personalised outline of our charges, based on your portfolio size and requirements, please get in touch.

Contact Us

Two women in an office, one standing and leaning over a table while the other sits and works on a laptop. There is a glass of water on the table and office décor in the background.

Literature

To find out more about our DPM Service, please take a look at our dedicated support material.

Guide to Investment Risk Brochure >

Discretionary Investment Management Brochure >

FAQ

Contact Us

The right conversation can change your financial future.

Speak directly with one of our Client Investment Managers and discover how we can manage your portfolio with genuine understanding, personal attention and long-term commitment to you.

get in touch