Bespoke Portfolio Service

Our bespoke portfolio service offers you the highest in investment personalisation for your clients. We will provide your client with a dedicated investment manager, who will build and manage their portfolio on a real-time, day-by-day basis focused on their objectives, goals and aspirations – allowing you to spend more time on what your clients really value.

And for clients that have Environmental, Social and Governance (ESG) considerations, we are also able to offer them a number of sustainable investment options matching their individual choices and preferences.

Key Benefits

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ONE OF THE TEAM WILL BE IN TOUCH

"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”

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