Bespoke investment management

In an ever-changing and complex financial and political environment, it’s a full-time job to understand where the best investment opportunities might lie. If you’re looking to preserve or grow your wealth, but you don't have the expertise, time or the inclination, a discretionary wealth manager could help. Our investment management team have the in-depth knowledge and broad technical expertise to build a bespoke portfolio to help you reach your objectives.

Understanding your situation - bespoke discretionary investment management

Building an investment portfolio tailored to your needs is not a straightforward task. Our investment managers must first understand your objectives before digging deeper to appreciate your specific circumstances.

There are many factors, which will be unique to you which our investment managers will need to understand, such as:

  • Why you are investing - to protect, grow or draw income from your portfolio
  • How long you are looking to invest for
  • Your capacity for and attitude towards taking risk
  • How much you have to invest

Investments tailored to you

Your investment team will have the experience and knowledge to invest directly into stocks and bonds, while utilising the full range of modern portfolio tools. We remain agnostic between direct investments, investment trusts, passive investments, and funds, considering instead the merits and suitability for you as an individual.

We take a collegiate approach to research and your team can leverage the depth of expertise from across the firm. Each investment manager has the opportunity to contribute to the in-house research process. This helps avoid a narrow ‘silo based’ investment mentality, and ensures that recommendations are suitable for inclusion in your portfolio.

It is our belief that our people should have a real stake in the long-term success of the firm, as it brings continuity for our clients. 'I feel I know him and he knows me, rather than our relationship being one of rules, regulations, terms and conditions and box ticking,' one of our clients commented in a recent satisfaction survey.

Your investment manager will act as a trusted adviser, who is able to consider a number of different areas of your financial life. They can work closely with our tax and financial planning teams to help you maximise your financial potential.

Contact Nick Richards if you'd like to know more about how we can help you to manage your wealth through discretionary investment management.

Capital at risk. The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.

Cookie Settings