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.
- 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.
- A fully personalised bespoke service tailored for your individual client.
- Open access for you and your clients to their named investment manager.
- Sustainable Impact options for your clients with Environmental, Social and Governance (ESG) considerations.
- Client assets are securely ring fenced at our global custodian – Pershing Securities.
- In-house administration & IFA support team.
- Defaqto 5-Star rated Bespoke Portfolio Service.