A trusted investment partner
As long-term stewards of your capital, we appreciate the importance of understanding your needs thoroughly. We ensure that your portfolio is tailored to your investment goals, risk appetite and investment time horizon.
Through our high level of personal service, we ensure you have access to the team handling the day-to-day management of your investments.
We offer a range of services to address different client requirements. We take responsibility for your entire portfolio, including general investment accounts, ISAs and SIPPs.
Bespoke portfolio management
Discretionary management with a dedicated investment manager, delivering a bespoke direct equity-focused portfolio. Our Bespoke Portfolio Service is aimed at clients with a minimum investment of £400,000.
Fund Portfolio Service
A discretionary fund management offering, the WS Opie Street funds ensure a comprehensive and diversified investment solution. The range consists of three funds with varying risk profiles and investment objectives. Our Fund Portfolio Service is aimed at clients with a minimum investment of £20,000.
Ethically aligned investing
For clients who want to ensure their portfolios are aligned to their ethical values, we can integrate environmental, social and governance (ESG) factors into their investment strategy. Our ESG Portfolio Service is aimed at clients with a minimum investment of £400,000.
AIM Portfolio Service
A discretionary service that offers exposure to a diversified portfolio of smaller UK-listed companies which offer attractive growth prospects, alongside the potential for Inheritance Tax (IHT) relief. Our AIM Portfolio Service is a supplementary service for those of our clients with significant bespoke portfolios.
How we invest
We manage equity-focused portfolios with the aim of compounding your wealth over time. We aim to achieve outperformance over the long term, by seeking businesses of a high quality, that we believe can deliver enduring returns. Understanding your needs, appetite for risk and time horizon forms the foundation of our investment approach.