Bespoke Portfolio Management
Our Bespoke Portfolios offer fully tailored investment strategies, including multi-currency options and specialist services for US-connected individuals.
Designed for your clients that require a tailored approach
Direct relationship with the portfolio manager
Specialist portfolios for US registered investors
US platform portfolios with low minimum investment
How Our Bespoke Portfolio Management Works
Every bespoke portfolio begins with a conversation between your client and their dedicated portfolio manager, covering objectives, time horizon, potential income needs and any specific restrictions or preferences.
From there, we construct a bespoke investment portfolio individually incorporating multi-currency options and specialist structures where needed. Portfolios are reviewed on an ongoing basis, with your client's portfolio manager available directly to you and your client, and quarterly reporting keeps everyone aligned on progress against objectives.
Our US compliant portfolios are designed to be as tax efficient as possible, both from a UK and a US perspective. If your client needs a bespoke investment portfolio structured specifically for US tax compliance, visit our dedicated US Compliant Portfolios page.
FAQs
Bespoke portfolio management is a discretionary portfolio management service built entirely around an individual client's circumstances, rather than a model or fund structure. W1M's bespoke portfolios include multi-currency options and specialist services for US-connected individuals, with a direct relationship with the portfolio manager.
Yes. Our bespoke portfolio management service includes specialist teams for US-connected and US-registered investors, working alongside our dedicated US Compliant Portfolios service to ensure tax-efficient structuring on both sides of the Atlantic.
Bespoke portfolios are reviewed on an ongoing basis by your client's dedicated portfolio manager, with formal quarterly reporting to keep you and your client updated on performance and positioning.
