Working with Financial Advisers

Bespoke Discretionary Management

A truly individual portfolio is built for your client by a dedicated Investment Manager. For your clients who require a specific investment approach with the ability to fully tailor asset allocation and security selection.

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Benefits of our Bespoke Discretionary Management Service

Our highly personalised Bespoke Discretionary Service allows our Investment Managers to help you deliver a holistic wealth service to your client. We’ll design investment portfolios specifically to meet their needs and long-term financial goals.

You’ll have direct contact with dedicated Investment Managers, so you can speak to the person responsible for your clients’ investment portfolios.

With offices throughout the UK, you can work with Investment Managers that are nearest to you. You and your clients will have regular contact in person, over the phone and through our secure client portal.

We’ll work with you to construct bespoke portfolios based on your client's personal circumstances, investment objectives and risk appetites.

We'll work with you to make sure your client takes advantage of all their annual allowances and uses tax-efficient wrappers, such as ISAs and SIPPs.

We can match your clients’ portfolios to their personal views and values through ethical, responsible and ESG investment approaches; also allowing them to hold any cherished holdings.

We can work with you on an 'Agent as Client' or 'Reliance on Others' basis helping your clients with £250,000 investments or more.

Why Bespoke Discretionary Management could be ideal for your client

Financial Advisers work in partnership with our Investment Managers to manage their client's investments for them for all sorts of reasons. We’re here to help your clients create a more secure financial future for themselves and their families.

You want to partner with an investment specialist

By delegating responsibility, you and your clients can take advantage of our investment expertise, track record and insights – so you'll have more time to focus on managing your client's wealth plan.

You are looking for a personalised investment approach.

When you and your clients work with your dedicated Investment Manager, we can create a customised portfolio, drawing from the widest pool of possible investments, taking their ESG and ethical preferences, whilst managing their tax requirements. 

You want someone to work as an extension of your business

You and your clients can enjoy the peace of mind that comes with knowing that their investments are being managed as per your instructions, continuously monitored and adjusted by an Investment Manager who has been managing clients' money across generations.

You want their investments to be aligned to their interests

You and your clients will speak with the same person who invests for them. So you can both be sure that the investment decisions are based on a clear understanding of each client’s situation.

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What can you expect?

There’s a lot to think about when developing and implementing your investment strategy. We’ve put together everything that’s involved into these five stages:

Don’t just take our word for it

Award winning service

We’re proud to be shortlisted and winners of many awards and accolades, as they showcase the value of our esteemed colleagues and high-quality services we provide by both our industry peers and clients themselves.

View all awards
2021 Client Service Quality - HNW
2021 Wealth Manager of the Year - Tom Scarborough
2021 Wealth Manager of the Year - Leeds

Request a call back

Get in touch with your local Intermediary Sales team to discuss our wide range of service and how we can work with you and your clients.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

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