Are you looking for a True Bespoke Service?

Are you looking for a True Bespoke Investment Portfolio Service?

?Discovering a Real Bespoke Investment Service these days is getting harder and harder. There are many wealth management companies purporting to offer a bespoke investment service, but in truth, your client's investment desires and needs are squeezed into one of five or six model portfolios, controlled and managed, not, by the client’s individual portfolio manager but by an unknown portfolio management function, which really does not know your client at all.

?Approximately ten years ago, having watched the Boardwalk Empire, I desired to have a suit made exactly the same as one of the Italian ones featured in the series. Having downloaded a photo of said suit, I happily visited at least seven bespoke tailors in London, all proclaiming to offer a bespoke service. Imagine my disappointment when all I was offered was a series of brochures from which I could only choose a limited choice of collars, pockets, vents, styles, etc. When I produced the photograph of exactly what I wanted and asked if they could produce a suit exactly as shown, the answer was no.

?It took several days to be finally directed to a bespoke tailor in a small side street situated on Cheap Street. Showing the tailor, who greeted me, the photograph, I asked if he could make this suit, and his answer was an immediate yes. I had unlimited designs and colors of cloth to choose from and after several fittings and adjustments walked out several weeks later with the suit of my dreams.

?I never realized just how good the suit fitted me and looked until several people asked me where I had got it from, and I was told by perfect strangers that I looked like a man who had reached the top of my career. I was proud of my suit and the time, care, and attention my tailors had spent in making it, exactly to my design and wishes.

?There are many clients that desire such a service when it comes to their own investment portfolio needs. They are individuals, unique, who do not want to be squeezed into a model portfolio service, who do not want a relationship manager, and do not want their investments run by a faceless group of individuals who have not even met them, let alone discussed his or her investment needs and requirements.

?Fortunately, there are still wealth management companies that offer a truly bespoke investment service, in which your client is appointed their own investment manager, who will design their investment portfolio, to suit their needs and not the needs of their company. I can assure you that having met their CEO and known their investment teams for many years there is one such renowned company based in London that can offer you and your clients the service you both desire: Rathbones.

?I have worked with many of their bespoke investment managers, who have left their previous companies due to the fact they are no longer able to offer a truly bespoke service. I urge you to contact Julian Masters at 020 7399 0250 and arrange an exploratory meeting. you will not be disappointed.

?In the meantime, may I thank all my IFAs for coming to see me at Pauls's retirement, it was wonderful to see you all again, and may I wish you all a belated happy new Year and every success for 2023.

?Chris