Individual Customised Portfolios

Whether you have built up a sum through savings, pension or inheritance, or perhaps the sale of a successful business, we can create a tailored portfolio to fit your particular circumstances.

These multi-asset portfolios are designed to evolve over the longer term across a wide investment spectrum, and within a robust risk framework. We take into account the reasons behind your decision to invest and the flexibility you are looking for, and reflect that in our recommendations.

Our primary objective is to build consistent portfolio performance with a focus on capital preservation. We do this by selecting suitable investment opportunities aligned with your personal circumstances, risk tolerance and needs.

  • Capital preservation
    We adopt a long-term strategic asset allocation for each portfolio, from which tactical deviations are made (within the defined risk tolerances).  We focus on those investments likely to deliver real returns.
  • Multi Asset investments
    The end portfolio is likely to include a range of asset classes that include cash, fixed income, equities, commodities and alternative investments.
  • Tax Exempt Investing
    We will also look for tax efficient investments to maximise returns, including:
    1. Stocks & shares ISAs – with the advantage of enabling savings to grow, free from Income or Capital Gains Tax;
    2. Pension funds – investing with contribution enhancement over your working lifetime;
    3. AIM/IHT strategies – where certain investments in qualifying AIM stocks have favourable tax treatment, including exemption from Stamp Duty and IHT (for eligible investors only).
  • Active management
    We believe in an active approach to managing your portfolio, which will be populated with a mix of collective funds and individual securities. In appropriate circumstances, we will look to optimise returns by combining active collective funds with passive funds (e.g. ETFs).
If you would like more information
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