Tailored Portfolios
BESPOE
A personalised approach to investing, shaped around your goals.
Tailored Portfolios
Built around you.
Designed for clients with more complex requirements or larger portfolios.
For those who need a strategy built around their specific goals, circumstances and time horizon.
Built through a fully personalised approach to asset allocation and portfolio construction.
What it is
A discretionary portfolio, tailored to you.
We build and manage a portfolio aligned to your objectives, risk profile and preferences. It’s designed to adapt as your circumstances change.
What it includes
A personalised investment strategy
Active portfolio management
Diversification across asset classes
Ongoing monitoring and adjustment
Who it's suitable for
This service may suit clients who:
Have £500,000 or more to invest
Want a portfolio tailored to their specific needs
Prefer a fully managed, discretionary approach
Value direct access to the investment team
How it's managed
Managed in-house by our Guernsey-based investment team.
We take an active, long-term approach. Every holding is selected on its merits and its role within the portfolio.
The team meets regularly to assess global markets, and portfolios are adjusted when the facts change, not the headlines. Each investment is monitored continuously to ensure it continues to do its job.
Clients deal directly with the people making the decisions.
A more personal approach to investing.
If you’d like to discuss a tailored portfolio, we’re happy to talk through your requirements.