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Time To Switch to a Truly Bespoke Service

Low minimum entry for a bespoke investment portfolio

It is apparent that the minimum portfolio entry level for bespoke investment portfolios is increasing with some providers citing the Retail Distribution Review (RDR) as the reason.

Barclays Wealth and Investment Management has recently introduced a new higher minimum of £100,000, writing to clients with assets totalling less than that amount to give them the choice of a DIY portfolio, via their share dealing arm, or simply moving their account to another provider. Clients of Brewin Dolphin have also been affected with the withdrawal of their Advisory Dealing service earlier in the year and its increased minimum charge of £1,000+VAT discouraging smaller portfolios.

With our bespoke Advisory and Discretionary investment management services
a portfolio is tailored only with you in mind; these services are available from a minimum of £50,000. Other managed options are available from £5,000 with the benefit of having direct contact with your investment manager.

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Investments and income can fall as well as rise in value; therefore, your capital is always at risk. Tax treatment depends on the specific circumstances of each individual and may be subject to change in the future.

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