For clients with more complex requirements, our Bespoke Portfolios offer fully tailored investment strategies, including multi-currency options and specialist services and US-connected individuals.
Designed for your clients that require a tailored approach
1.
Direct relationship with the portfolio manager
2.
Specialist portfolios for US registered investors
3.
US platform portfolios with low minimum investment
4.
Specialist investment and research teams to provide adviser support
Need a bespoke solution for a US-connected client?
Our US compliant portfolios are designed for clients who require a tailored investment approach while navigating US tax and reporting considerations. Combining personalised portfolio management with specialist cross-border expertise, they offer a practical solution for more complex client needs.
