Bespoke portfolio management

Bespoke portfolio management

Bespoke portfolio management

Investments tailored to your needs

We understand that you have unique investment goals that are best served through a bespoke approach. We take responsibility for the discretionary management of your investments.  Following thorough consultation, we deliver investment strategies mindful of your risk appetite and ethical views.  

Our bespoke portfolio management is available to individuals, charities, trusts and corporate entities. 

Constructing your portfolio

We construct diversified, equity-based portfolios for long-term investors. We seek to compound growth through exposure to high-quality global companies. Alongside equities, we allocate to bonds, in addition to certain alternative investments, such as infrastructure and real estate. Our asset allocation is informed by both your investment mandate and our investment outlook.

Dedicated investment manager

You have a dedicated investment manager responsible for managing your portfolio according to your needs, whilst benefitting from the combined knowledge and experience of our wider team.

How we work with you

We pride ourselves on delivering a highly personalised service to our clients.

Personal contact

We want to get to know our clients. Your dedicated investment manager will work with you to understand your requirements, providing you with an accessible point of contact on an ongoing basis.

Clear information

We communicate in clear language, seeking to avoid financial jargon, whilst keeping you informed of the progress of your portfolio.

Real-time reporting

We keep you fully informed of every action taken in your portfolio, as and when decisions are implemented.

Performance updates

Semi-annual performance data keeps you informed of your portfolio’s progress.

Online portal

Through our secure online portal, you will be able to access all correspondence relating to your portfolio, alongside daily valuations.

Valuation updates

We provide quarterly valuation updates, with more regular reporting available if required.

Tax documentation

You will receive statements for tax purposes where relevant, which we can also share with your accountant.

Latest insights

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newsletter

Newsletter – January 2024

January 05, 2024
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Newsletter – October 2023

October 05, 2023
newsletter

Newsletter – July 2023

July 05, 2023
newsletter

Newsletter – April 2023

April 05, 2023
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Get in touch

Speak to us about creating a bespoke investment portfolio.

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