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Bespoke Portfolio Management

A tailored service that delivers personalised investment solutions

Bespoke. Most people associate the word with a beautifully tailored suit. Made to measure, designed specifically for the individual.

That is the way we look at our Bespoke Portfolio Management service. It is a personal relationship between you and your Investment Manager. We manage your assets on your behalf.

It is about us understanding you, your objectives and how best to achieve them.

Discover how IW&I can help you preserve capital, generate income and grow your investments.

Why Investec Wealth & Investment?

Understanding you

Investec Wealth & Investment Bespoke Portfolio Management

To manage your money, we need to create an investment strategy based on your unique requirements. Your personal circumstances, objectives, knowledge and experience and attitude to risk will be our starting point. We will also consider your existing investments.

We will explore what you want to achieve, be it a balanced return from income and capital growth, or a focus purely on income, or perhaps an emphasis on growing your existing wealth.

The chart to the right shows the balance of risk and return. It is important for us to understand our clients' attitutdes to risk, as it is equally important for our clients to understand the potential returns.

Managing your portfolio

Once the preparatory work is complete, your Investment Manager will begin to structure your portfolio according to your Investment Mandate. We set out to construct a well-diversified portfolio made up of different asset classes in order to achieve a balanced solution.

Asset Allocation

At the heart of our investment process lies a rigorous and disciplined approach to asset allocation. Our approach is based on fundamental analysis of long-term trends in economies, financial markets and our observation of the returns from the major asset classes.

The chart below shows the different risk profiles for different asset classes.

Investec Wealth & Investment Bespoke Portfolio Management

A combination of Investment Management and Financial Planning

An alternative AIM based plan for protecting your money from inheritance tax

Reducing risk and generating more predictable returns

Investment management solutions matching your values

Find out more

If you’d like to know more about our Bespoke Portfolio Management services please complete our Contact Form.

Risks

The value of investments and the income derived from them can go down as well as up and you may not get back your initial investment.