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 your individual preferences. Speak to your Financial Adviser for more information on how we can help you.

Key Benefits

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“A bespoke relationship opens the door to a highly personalised investment journey, providing a more transparent and dynamic approach to the management of your investments. By providing access to our long-term themes, expressed through direct exposure to some of the best individual companies in the world, you can really see where your assets are working hard for you.”
Will de Baer
Chartered Wealth Manager and Bespoke Investment Manager

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