Bespoke Investment Management
Our bespoke portfolio service is designed for investors with specific needs, which we can manage on your behalf.
Bespoke Portfolio Management
Our investment managers can assist you by constructing and managing portfolios tailored to your goals, needs and circumstances. Portfolios can be designed for income, balanced or growth objectives and all attitudes to risk.
Tapping into the depth and breadth of our asset management expertise, we can employ a selection of shares and funds across a wide range of asset classes to build a robust, performance-focused portfolio designed to meet your specific investment goals.
We have developed our innovative offering by being agile and responsive to investors’ needs, alongside the uncertainty of market conditions. Too many investors pay for poor investment performance and sub-standard service. We’re here to show that there’s a better way to invest and make the most of balancing risk and return.
Your portfolio will be designed to achieve your personal goals, in line with your attitude to risk.
Asset classes are considered first, before sector positioning and finally stock selection.
Quality, growth and value factors are combined, with a focus on profit generation and strong, stable cash conversion.
Our Approach
We take a top-down sector-based approach, starting with the benchmark weight per sector then overweighting or underweighting sectors based on macro-environment.
A multi-factor process is used to select best in class stocks within sectors, combining quality, growth and value factors. There is a focus on profit generation and strong, stable cash conversion. Finally, a qualitative overlay is employed to assess the quality of company management, which means that we consider relevant, non-numeric information such as the management team’s track record and company news.
For more information on how our bespoke service could help you, please get in touch. We can provide a portfolio review if you’re interested in moving your bespoke portfolio to us.
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Please note:
This information is for educational purposes only and should not be used to make a decision about the suitability or otherwise of a specific investment strategy. No investment is suitable in all cases and if you have any doubts as to an investment’s suitability then you should contact a professional adviser. The value of investments and any income from them can fall, as well as rise, and you may get back less than you invested. Your capital is therefore always at risk. It should be noted that stock market investing is intended for the longer term.
The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
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