Bespoke Investment Solutions

We provide  investment services for private individuals, family groups, trusts, charitable foundations and pension funds.

Bespoke Investment Solutions:

• Segregated (eg. individual shares) or Pooled Investments (eg. unit trusts or investment trusts);
• Multi-asset Class Investing including: UK Equities, US Equities, Exchange Traded Funds, Fixed Income and Derivative Investments, Private Placements/VCTs;
• Special emphasis on Alternative Investments;

Portfolios may cover a variety of different mandates.  Individually tailored but driven by our core investment process; these are constructed after an in depth consultation with our clients to determine their objectives.  Underpinning our investment process is a combination of asset allocation, thematic research and bottom up stock/fund selection.  It is important that we ensure the selection of the appropriate mix of investments classes as it will help us to fulfil our client's financial ambitions whilst ensuring the targeted risk adjusted return is appropriate for their personal circumstances.  Part of this process involves us gaining a clear understanding of the individual's  financial situation including:

• Time horizon
• Ability to tolerate risk (volatility)
• Income requirements
• Existence of other investment so that we may understand how we fit in to the "big picture"

Having a clear understanding of our client's financial situation helps us to provide individuals with consistent returns in accordance their objectives.  Our team is supported by a robust investment process which is a combination of asset allocation, thematic research and bottom up stock /fund selection. We implement the process and manage the portfolios on a day to day basis; making small tactical moves which reflect any anticipated changes in the markets. 

Although we do not give tax advice, we are happy to work in partnership with other professionals and are able to manage portfolios within a tax efficient framework including: ISAs, SIPPs, Offshore Bonds.

We offer clear and concise reporting on a quarterly basis.  We do not believe in using relationship managers but offer a direct line of communication with our investment managers.