Bespoke
Portfolio
Service

Our Bespoke Portfolio Service offers you the highest in investment personalisation. We provide you with a dedicated investment manager who will build and manage your portfolio on a real-time, day-to-day basis, totally focused on your objectives, goals and aspirations, allowing you to rest assured that your investments are being managed every day of the week.

If you have Environmental, Social and Governance (ESG) considerations, we are also able to offer you a number of Sustainable Impact Portfolio options to meet you individual preferences. Speak to your Financial Adviser for more information on how we can help you.

Key Benefits

  • Our investment team has over 80 years experience, spanning three decades.
  • Independent, Adaptive, Responsive and Agile investment management.
  • A fully personalised bespoke service tailored to your requirements.
  • Open access to your personal Investment Manager.
  • Sustainable Impact models embracing Environmental, Social and Governance (ESG) considerations.
  • Your investments are securely ring fenced at our global custodian – Pershing Securities.
  • In-house administration and support teams.
  • Defaqto 5-Star rated Bespoke Investment Service.
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Would you like to know more?

If you would like to find out more about our Bespoke Portfolio Service, please speak to your Financial Adviser or contact our team on 01722 466110 or email us at hello@casterbridgewealth.co.uk