Discretionary and pooled mandates managed with transparency, governance, and alignment to your risk and return requirements.
Mckesson Finance UK provides fund and portfolio management for clients who want capital deployed within clear parameters—with regular reporting and governance appropriate to the mandate.
We work with corporates and principals who need professional oversight of pooled or discretionary mandates, coordinated where relevant with treasury, advisory, and trade-finance requirements.
Our approach emphasises defined objectives, risk boundaries, and communication you can rely on—not opaque structures or unrealistic promises.
Our focus
To manage mandates against agreed objectives with reporting and governance that keep you informed and in control.
How we add value
By aligning portfolio decisions with your stated risk profile and coordinating with broader financial planning where required.
Risk
Defined parameters
Every mandate is governed by agreed risk limits and investment guidelines.
Regular
Reporting
Transparent reporting cycles so you understand positioning and performance.
50+
Years experience
Our team brings combined experience across mandates, markets, and client governance.
Fund and portfolio management works when objectives, risk, and reporting are agreed upfront and reviewed regularly. We take time to understand your goals and constraints, document the mandate clearly, and manage within those boundaries—with open communication when markets or circumstances change.
Portfolio and fund solutions with governance and reporting at the core.
We manage capital on a discretionary basis where objectives and risk limits are clearly defined and monitored.
We support pooled arrangements with transparent governance and reporting for stakeholders.
We define and monitor risk metrics so positioning stays within what you have approved.
We provide reporting that explains performance, positioning, and material changes in clear language.
We conduct periodic reviews and maintain documentation that supports accountability.
We coordinate with advisory, guarantee, and funding mandates so portfolio decisions fit the bigger picture.
A structured path from first enquiry to completion.
01
We agree objectives, risk parameters, reporting needs, and governance with you.
02
We document the mandate and onboarding requirements clearly before capital is deployed.
03
We execute within agreed parameters with disciplined oversight and communication.
04
We provide regular reporting and reviews so you stay informed on performance and positioning.
Portfolio management complements advisory, project finance, and trade instruments.
Contract and tender security—performance, advance payment, and bid bonds backed by bank undertakings.
Structured confirmation of available capital for lenders, sellers, and transaction counterparties.
Bank undertakings for import, export, and contract payment security aligned to international practice.
Corporate finance guidance for facilities, restructuring, and complex funding structures.
Structured funding for capex and developments—debt and equity coordination, lender introductions, and milestone drawdowns.