Bespoke Portfolio Service £
Bespoke Multi Asset
Our aim is to grow your wealth over time by investing globally and diversifying portfolios across different types of investment risks. We generate returns from growth (equities), lending (bonds), and opportunities (alternatives). Our investment process is systematic, rather than taking macroeconomic views or making tactical investment decisions. We focus on the efficient and optimal implementation of your investment strategy, whilst minimising the overall costs and fees to deliver the highest quality returns.
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Defensive • low
Cautious - Wealth preservation, generate income, low risk. Target allocation of equities (30%), bonds (40%), alternative credit (30%).
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Balanced • medium
Balanced - Grow wealth, protect against large drawdowns, medium risk. Target allocation of equities (50%), fixed income (25%), alternative (25%).
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Growth • high
Growth - Higher returns, generate wealth, more risk. Target allocation of equities (70%), fixed income (15%) and alternatives (15%).