BESPOKE INVESTMENT SERVICES

Our bespoke full Discretionary Portfolio Management Service (DPMS) involves a careful evaluation of your investment objectives and attitude to investment risk, to which we then apply our common sense investment process.

Depending on the outcome of that evaluation process, the resulting portfolio may be positioned anywhere between a higher risk one aimed at long term growth, albeit with some volatility along the way (perhaps with some ‘high octane’ specialist equity and alternative investment funds), and a lower risk one intended to give a reasonable better-than-cash return, albeit with a little more risk than a bank deposit (probably with no specific exposure to equities at all).

Typically, a portfolio managed under the DPMS will contain 15-20 funds at any one time. Our ‘common sense’ investment style is an ‘actively-managed’ one, so over time we will adjust the make-up of the portfolio to reflect our current views on the markets and economies of the world and on the relative valuations of the various asset classes. Sometimes this may result in a period of quite high volume of transactions; sometimes long periods will pass with no activity on the portfolio. This by no means implies that we are asleep on the job! All our clients’ portfolios are under continual review, even if the decision is ‘no change’.

We offer a choice of charging structures with the DPMS, including a performance-related option.