Your Investment Journey:
A clear, structured process designed for success.
Discretionary Investment Management Clients Enjoy:
- A dedicated Portfolio Manager who can draw on international expertise from across the Butterfield Group
- Proactive portfolio management designed to match your needs
- Flexibility to adjust strategies as your goals change
- Transparent, quarterly performance reporting
Tax Reporting Assistance
Our history of working with international clients means we have significant experience collaborating with tax advisors to ensure the right information is available to meet any tax reporting requirements.
Additional Information