Hawksmoor’s Capstone Portfolio Management Service is a bespoke, discretionarily-managed service for clients with smaller portfolios (less than £100,000) where it is difficult to get a sufficiently diverse spread of sensibly sized holdings.
It involves a core or ‘capstone’-like holding in our Multi-Asset Funds, together with holdings in several other funds to ‘bespoke’ the overall portfolio for the client’s specific investment objectives. As with all our services, portfolios managed under the Capstone Portfolio Management Service have the full benefit of our disciplined investment process.
The Capstone Portfolio Management Service is suitable for all kinds of clients – trusts and charities, as well as individual private clients – and can be used within tax-efficient structures such as SIPPs, offshore insurance bonds and ISAs.
There’s more information about our Capstone Portfolio Management Service in the Useful Downloads section, or you can get in touch with our friendly Business Development team using the contact details below.