Bespoke Investment Management

Financial markets can be complex and move quickly. Our managed approach to your capital aims to be proactive to market events based on our judgement and in-house research.

Bespoke Investment Management is our most comprehensive service, whereby we accept responsibility for the daily management of your portfolio in order to achieve your objectives and undertake investment management with absolute discretion. Under this arrangement we have access to the largest pool of investments for you, drawn from four broad asset classes. We undertake considerable due diligence on your behalf regarding the suitability and appropriateness of any investment we make.

This service level is ideal for individuals, trustees or companies, with a minimum of £100,000 to invest, who wish to delegate the responsibility of investing to experienced professionals. You will have a dedicated and experienced investment manager who will be available to discuss the position and performance of your portfolio.

Our Bespoke investment management service involves:

  • a contractual obligation to analyse and monitor your portfolio on a continuous basis;
  • based on this analysis, take decisions on the purchase and sale of investments; and
  • using our discretion to implement those decisions (by arranging the relevant transactions) without reference to you.

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