Tailored Financial Planning for Your Unique Goals
Discover our bespoke financial planning service, crafted to meet your unique goals and secure your financial future with personalised strategies.
Introduction
Our Bespoke Portfolio Service is a discretionary investment solution tailored to your specific needs. We customise your portfolio based on your objectives, personal circumstances, and values, ensuring alignment with your investment goals and risk tolerance.
There are several reasons why this may be a preferable solution for you. It may be because you are a HNW investor and/or have particular motivations and interests in certain industry sectors.
As an investor you may also have particular thoughts and wishes in terms of how your money is invested. For example you may wish your portfolio to be screened for levels of ESG considerations or the avoidance of certain industry sectors such as weapon manufacturing or alcohol & tobacco companies.
Why choose bespoke portfolio management?
- Personalised Approach: We take the time to understand your unique goals, creating a portfolio that matches your investment style and risk appetite.
- Flexible Strategy: In some cases, a fully customized and transparent portfolio is the best approach, offering greater flexibility than standard models.
- Diversified Investments: Your portfolio will be invested in a diverse mix of assets, suitable for various accounts like general investment accounts, pension solutions, and investment bonds.
- Expertly Managed: Our experienced investment team uses a core and satellite approach but can also tailor portfolios beyond this methodology to meet your specific needs.
Key features
- Secure Custody: Your portfolio is securely held by the chosen provider’s platform.
- Qualified Team: Managed by a highly experienced and qualified investment team.
- Flexible Options: Greater flexibility than a model portfolio, and can be combined with a model portfolio on a percentage basis.
Understanding you – Our Client
We start by understanding your personal circumstances, objectives, experience, and risk tolerance. This rigorous research ensures that your bespoke investment strategy is as unique as you are. We design and manage portfolios specifically tailored to your exact needs.
In brief
Bespoke Portfolios: Fully customised and managed through a range of investment platforms.
ESG Considerations: Incorporate ethical, social, and governance factors into your investments.
Flexibility: Greater flexibility than standard portfolios, with the option to focus on niche asset classes.
Explore how our bespoke portfolio management can be tailored to your unique needs and values. Contact us today to learn more.