Bespoke Portfolio Service

Our Bespoke Portfolio Service (BPS) is a highly confidential and discreet service for those private clients who want an individual investment portfolio constructed to their personal requirements.  This service is designed for the discerning private client who has more than £200,000 to invest.

Each portfolio is managed on a discretionary basis and reflects your investment objectives, tax status, attitude to risk and other personal circumstances. 

As a BPS client your portfolio will be constructed and actively managed by a dedicated investment manager. Each manager is supported by an experienced investment management team whose aim is to achieve your investment objectives and to provide you with the level of personal service you require. Each team is led by an investment director.

You can contact your investment manager at any time to discuss your portfolio and we encourage a face-to-face meeting at least once a year.  Once constructed, you can regularly review the performance of your portfolio securely, online via our website. Additionally, at the end of each calendar quarter, you will receive an itemised hard copy valuation of your investment portfolio, a performance report, transaction schedule and an income and capital statement.

If you would like more information on the BPS, please email or call us on 020 7499 6424.