BESPOKE INVESTMENT SERVICES
Hawksmoor’s bespoke investment services are designed for all kinds of private client – trusts and charities as well as individuals. They are available for use within structures where an independent investment manager can be nominated, such as Self-Invested Personal Pensions and Offshore Insurance Bonds.
We have two discretionary investment management services: our Discretionary Portfolio Management Service and our Capstone Service. Both include the following:
- our market-leading, funds-based investment management process
- security of our clients’ assets with one of the world’s major custodians
- a seamless service with other professional advisers
- clear and comprehensive valuations and reporting
- a full taxation service, including capital gains reports
- tax-sheltered investment structures
Most stockbrokers and investment managers have a minimum portfolio size-limit (at least £100,000 and often much more) below which they either won’t offer bespoke discretionary management, or else insist you use their in-house funds. Hawksmoor is different in that we offer a choice of services suitable even for relatively small portfolios (though our Capstone Service is particularly suitable in such cases).
This means that, almost whatever the size of investments you may want us to manage for you, we can ensure that you benefit from our investment style with a portfolio tailored to your requirements.
We also offer the more traditional, non-managed, stockbroker-type investment services, such as one-off advice, valuations, non-advisory dealing, etc.
For more details of our bespoke discretionary investment management services and our non-managed services, please click on the headings above or contact us.