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.
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.
- Your investments are securely ring fenced at our global custodian.
- In-house administration and support teams.
“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
