Investment Advisory

At SDI Holding our Investment Advisory service is designed for those who wish to manage their own money but would like support from a professional investment advisor. We work with our clients to tailor investment portfolios to suit their individual needs, circumstances and aims, and we work alongside them throughout the investment lifecycle.


Our Investment Advisory services include:

  • Option to retain full control of the investment portfolio with support from our Investment Advisor
  • Access to world-leading investment providers and services that have been pre-screened by SDI experts
  • Advice on portfolio construction, investment strategies and risk management
  • Regular portfolio reviews’ relevant research and updates on investment opportunities


    • Our Discretionary Services include:

  • A dedicated portfolio manager to invest on our clients behalf
  • Constant oversight to make sure individual portfolios are in the right place at the right time
  • Comprehensive range of multi-asset class solutions, as well as single-asset class strategies across equity and fixed income
  • Bespoke or modelled portfolios diversified to manage risk efficiently


    • Our Execution Only Services include:

  • Where advice is not required, we provide our clients with access to market analysis, real-time data and timely execution
  • Access to a wide range of securities, equities and foreign exchange


    • Our Direct Access Services include:

  • Access execution specialists and dedicated experts in the fixed income, equity, and foreign exchange markets
  • Receipt of market commentary and regular updates on open trade ideas and open discussion on investment opportunities, such as new debt issuance and IPOs, sourced from our extensive network
  • Our open architecture environment deals with a wide range of major and specialist trading counterparties, offering the best liquidity and prices available

    • Achieve Results Not Phases