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Bespoke Investment Management Service

A truly personal approach to investing

Our tailored approach

If you’re looking for an investment approach that’s tailored exactly to your goals – and you have more than £1m in investable assets – our bespoke service could be for you.

Protecting and growing your wealth is our objective from the start. This is a partnership where our team of investment managers listen carefully to understand your goals and regularly check in with you so that your evolving needs can drive the ways we support you for the long term.

Our service

As our client, we offer the following as standard:

  • A dedicated, highly-qualified and experienced investment professional who has been managing client portfolios for an average of 20 years
  • The ability to invest globally, including direct overseas exposure with the expertise and insight of our research team who are dedicated to unearthing new and interesting opportunities for consideration
  • A long-term relationship valued by both our clients and their investment managers
  • Access to innovative products and recognised in-house experts in tax-efficient and specialist investments
  • A demonstrable track record of outperforming clients’ expectations
  • Strong administrative support with a focus on first-class client service

How we work with you

Our investment managers will manage your portfolio on a discretionary basis, which means they will make any day-to-day decisions on your behalf, leaving you with the peace of mind that your portfolio is working as hard as possible for you. This enables them to quickly react to any changes in markets, take advantage of our latest investment research and insights, and follow our asset allocation strategy. Our disciplined process and regular monitoring also ensures that your portfolio always operates within the limits set by you.

As well as the ability to access a direct relationship with an investment manager, you benefit from a structured portfolio process that can cover the full range of asset classes, including shares, bonds, unit trusts, property, commodities, currencies and hedge funds.

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Speak to us
For more information about our Bespoke Investment Management Service call us. Calls may be recorded.

Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.