What We Do Best

Services

Bespoke Portfolio
Service

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

If you have Environmental, Social and Governance (ESG) considerations, we are also able to offer

Key Benefits

  • Our investment team has over 80 years of experience, spanning three decades.
  • Independent, Adaptive, Responsive and Agile Investment management
  • A fully personalised Bespoke service tailored to your requirements
  • Open access to your investment manager.
  • Sustainable Impact models embracing Environmental, Social and Governance (ESG) considerations.
  • Your investments are securely ringfenced at our global custodian – Pershing Securities.
  • In-house administration & IFA support team.
  • Defaqto 5-Star rated Bespoke investment service.

Hardy
managed portfolios

In a time where the Internet and Social Media are providing customers with abundant, free and easily accessible financial information, client relationships are more important than ever. The Hardy Managed Portfolios have been designed for the Independent Financial Adviser profession– we do the day-to-day fund management, allowing you to spend more time on what your clients really value – You.

The Hardy Managed Portfolio Service provides a cost-effective investment management service to you and your clients.

Key Benefits

  • Your clients are your clients and they always will be – you look after the client we look after their investments.
  • Our investment team has over 80 years of experience, spanning three decades.
  • Independent, Adaptive, Responsive and Agile Investment management- void of corporate ‘group think’ and legacy baggage.
  • Sustainable Impact models for clients with Environmental, Social and Governance (ESG) considerations.
  • Client assets are securely ringfenced at our global custodian – Pershing Securities.
  • In-house administration & IFA support team.
  • Dynamic planner ‘Risk Profiled’ and ‘Risk Target Managed’ portfolios
  • Direct Custody service available
  • Hardy Manged portfolios on multiple platforms, Inc. Novia, Standard Life, Zurich, OM.

The Hardy Managed Portfolios offer you & your clients’ access to the very best asset managers both active and passive from across the globe selected by our in-house research team. You have a choice from a number of risk-mapped portfolios, to meet your differing client needs.

For clients with Environmental, Social and Governance (ESG) considerations, we also offer our Sustainable Impact models.

You can access the Hardy MPS through one of the platforms from our panel or via our Direct Custody service.

Your business and The Hardy Managed Portfolios

Would you like to know more?


If you would like to find out more about our Bespoke Portfolio Service please don’t hesitate to Matthew Cheek on 07917 080361 or matthew.cheek@casterbridgewealth.co.uk