Bespoke Portfolio Services

For clients preferring a completely bespoke arrangement and a portfolio tailored entirely to his or her own needs and wishes, we offer the Bespoke Portfolio Service (BPS).

• Offering your clients the utmost flexibility, the Bespoke Portfolio Service can be managed on a discretionary or advisory basis.
• Clients have their own individual portfolios of investments, managed on a discretionary basis by BRI’s expert investment team.
• Offering greater flexibility, BPS portfolios can be managed either on a collectives-only basis, or also incorporate direct investment into equities, depending on the client’s needs.
• A collectives-only BPS portfolio will hold a wider range of securities than the BPS model with up to 20 individual investments in a collectives-only portfolio and up to 50 if equity holdings are suitable.
• The BPS can accommodate a variety of tax wrappers including SIPPs, SSASs, ISAs, offshore bonds and traditional accounts.
• With the BPS we welcome and encourage regular dialogue and contact with you and your client. Following an initial meeting, each client will receive a uniquely-tailored portfolio proposal plus six-monthly valuations and an annual portfolio review meeting.

To find out more about how BRI’s intermediary- only portfolio management services can add to your own client offering, call us today. Or, click here to access our intermediary-only document download centre.