intermediary investment solutions

Bespoke portfolio service

We offer a bespoke investment management service either on an advisory or discretionary basis. The nature and composition of bespoke portfolio will depend on your requirements. We offer bespoke investment strategies, including the following:

  • UK direct equities portfolio
  • Equities portfolio based on company size i.e. mid-cap, small-cap
  • Sector-specific or region specific portfolio
  • Sukuk (Islamic bonds) portfolio
  • High yield income portfolio
  • AIM portfolio

For more information on how we can help in this area, please contact us.


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