Experienced investment partners
Working closely with you, we appreciate the importance of understanding your beneficiaries’ needs. With a dedicated trust team and significant experience of partnering with trustees, we can develop a strategy suited to your return, risk and ethical requirements, while guiding you through the complexities of managing the trust’s administration.
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.
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.