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