Bespoke to your client's needs

Designed to help clients at all stages of life achieve their investment goals and aspirations, whether your client is looking to maintain and enhance their chosen lifestyle, provide reassurance when it comes to retirement or help protect their wealth for generations to come, our bespoke portfolios are actively managed to align with your client’s specific objectives and risk profile.

Each client benefits from a dedicated investment manager and shadow manager, ensuring personalised attention and direct access to our award-winning Client Services team. 

Additional features include onshore or offshore custody options, comprehensive reporting (quarterly performance reports, transaction reports and year-end tax packs), regular meetings with the investment manager and online valuation access via iOS/Android platforms. 

Portfolios are constructed using both active and passive investments and can be held in a wide range of investment structures and wrappers.