We do not believe you should have to choose between your values and your financial goals. Bespoke Ethical Portfolio Management puts you at the centre of the decisions on the type of companies and funds that are selected in your portfolio.
In order to provide this service to you, we have partnered with a third-party provider who analyses companies’ exposure to certain key criteria e.g. Tobacco exposure. We can then discuss and build a personal portfolio specific to your needs.
This is only the first step – it is equally important to ensure that the products selected comply with your wishes and we monitor the investment marketplace for new products to help deliver on your wishes.
The first of our services encompasses our approach since the very beginning – to offer a truly bespoke discretionary management service.