BESPOKE portfolio service

 

A HIGHLY PERSONAL SERVICE

The Bespoke Portfolio Service is designed for those who desire a highly personal service with a high level of active ongoing management. BPS investors may wish to avoid investment in certain markets or sectors, this could be for personal reasons or because they already have significant exposure through their employer.

The BPS is discretionary, which means that the portfolio is continuously monitored and investment decisions are made in the light of market conditions and house investment views. The portfolio is formally reviewed against your documented investment objective and benchmarks on an ongoing basis as market conditions change.

FAQ's

Who is the Bespoke Portfolio Service available for?

The Bespoke Portfolio Service is available to clients on a standalone basis or in conjunction with our wealth planning service.

How is the BPS different from the PPS?

The BPS is a highly personal investment management service. It is for those who desire a high level of active ongoing management. Clients have total control over their investments. for example, they might wish to build their portfolio from UK investments only.

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