Managed Discretionary Accounts (MDA)
Guardian has been operating MDAs on behalf of clients since the inception of the MDA regime over 17 years ago. At that time, we made the choice to operate a non-custodial MDA in which all investments are held in the name of the investor, not in the name of a custodian.
Benefits of the MDA
Ongoing monitoring and active management of your portfolio by an investment professional with detailed knowledge of your affairs;
- Swift responses to market changes that are appropriate to your circumstances
- Administrative convenience for the Client and the Adviser.
- Timely service