This service is designed for your clients who require a personal, tailored approach to the management of their investment portfolio

We recognise that many of your clients have specific investment profiles which require a personal approach to the management of their investment portfolios. For bespoke portfolios the adviser and client have a direct relationship with the portfolio managers who invest the clients’ assets to suit individual requirements and style.

Key Service Features

  • Portfolios covering a variety of risk profiles and asset classes
  • Combination of directly invested equities, bonds and third party managed funds
  • Actively managed portfolios invested on a global basis
  • Portfolios can be denominated in a range of currencies
  • Offshore expertise for UK Resident Non-Domiciled individuals
  • SEC Registered for US Client
  • Expertise in International Trusts and Private Family Funds
  • Fully transparent fee structure
  • Minimum investment of £1m