Create a more secure financial future
Bespoke Investment Service
Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you don’t miss out on appropriate opportunities or are exposed to unnecessary risks.
Benefits of our Bespoke Investment Service
Our highly personalised Bespoke Investment Service allows our Investment Managers to create a deep relationship with you. We’ll design an investment portfolio specifically to meet your needs and long-term financial goals.
You’ll have direct contact with your Investment Manager, so you can speak to the person responsible for your investment portfolio.
With offices throughout the UK, you can choose an Investment Manager that’s nearest to you. You’ll have regular contact in person, over the phone or through our secure client portal.
We’ll work with you to construct a bespoke portfolio based on your personal circumstances, investment objectives and risk appetite.
We seek to help you take advantage of all your annual allowances and use tax-efficient wrappers, such as ISAs and SIPPs
We can match your portfolio to your personal views and values through ethical, responsible and ESG investment approaches, also allowing you to hold any cherished holdings.
Typically, we provide bespoke portfolio management to those with assets over £200,000. If you’re looking for services at lower levels, we have several alternative options.
Why Bespoke Investment could be ideal for you
Individuals and families come to us to manage their investments for them for all sorts of reasons. We’re here to help you create a more secure financial future for yourself and your family.
You don’t have the time to manage your own investments
By delegating responsibility, you can take advantage of our investment expertise, track record and insights – so you’ll have more time to focus on what matters most to you.
You’re looking for a personalised approach to your investments
Your dedicated Investment Manager will create a close personal relationship with you, taking the time to understand you and your family’s goals, interests and risk appetite, to create a customised service.
You don’t have the expertise to manage your own investments
Enjoy the peace of mind that comes with knowing your investments are being continuously monitored and adjusted by your dedicated Investment Manager who has been managing clients' money across generations.
You want to ensure investments are aligned to your interests
You’ll speak to the same person who invests for you, so you can be sure that the investment decisions are based on a clear understanding of your situation.
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Going at your pace
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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
Providing high quality service to our clients
Investment Manager
92%
are satisfied with their Investment Manager.
Respondents from our 2022 Bespoke Discretionary Private Client Survey.
Request a call back
Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert local to you.
0207 739 8200 (Open Mon-Fri, 9am-5pm)
Frequently asked questions
Is bespoke discretionary the right investment service for me?
The best way for us to understand what investment service is the most suitable for you is through an initial conversation, which can be in person at one of our offices or another place to suit you, or through a video or phone call. We can understand your goals and how involved you would like to be with your investments.
What’s the first step and how much will it cost?
In the first instance, we’ll arrange a conversation, which can be in person at one of our offices or another place to suit you, or through a video or phone call. This meeting will give you a chance to tell us about your situation and what you’re looking to achieve. We’ll be able to tell you a bit more about how we can help, and you’ll also have the opportunity to ask us any questions you may have. There’s no charge for this first step.
What sort of things will we talk about?
In the first meeting we discuss your ambitions, concerns and attitudes to risk. We’ll ask you about your relationship with money, your spending and what your long-term goals are. The conversation will then turn to your investments and developing an investment strategy. We’ll discuss your investment preferences to find out whether there are any ESG factors or ethical considerations as well as ask you about your investment timescales and any capital gains tax requirements.
How will you help me achieve my financial goals?
We compile all of the information we have gathered and design a bespoke investment strategy to meet your objectives. We look objectively at your plans, applying a long-term view to provide a solution that works for you as priorities change. Once we have understood your requirements, we suggest an appropriate approach, style, exclusions and inclusions. Continuous monitoring ensures we keep your investments focused on achieving your financial objectives.