Bespoke Managed Portfolio Service
As your Discretionary investment manager, we create and manage bespoke portfolios based on your objectives
- Sharia compliant
- Globally diversified, actively managed portfolios to meet your goals
- Dedicated investment manager
With investments, your capital is at risk
What is Bespoke MPS
Our Bespoke Managed Portfolio Service (MPS) offers a tailored portfolio to help meet your financial goals. We will work together with you and your financial adviser to understand your goals, risk appetite, and financial circumstances to create a bespoke investment strategy that works for you. We will also manage the tax and cash flow around your investments.
Once your account is set up, our investment team will make day to day investment decisions on your behalf and actively manage your investment portfolio within the agreed mandate. Your investment portfolio may consist of a diversified range of selected funds, ETFs and direct equities (US, UK and Europe) that we believe helps achieve optimum results based on the agreed strategy.
Our Bespoke MPS service is offered through our Financial Advisers and is generally suitable for affluent and HNW clients, with a minimum of £500,000 to invest per account (£1m minimum applies, where a portfolio account also includes direct equities or individual holdings).
Tailored approach
Investment expertise
24/7 secure online access
Why choose our Bespoke Portfolio
Our bespoke service can combine the use of direct holdings from global developed markets (US, UK Europe), along with funds and ETFs to create an investment portfolio that is both well diversified and actively managed by our experienced investment team. Along with your dedicated financial adviser, our bespoke service offers direct access to our investment managers looking after your portfolio, which means we can react swiftly to your request as your circumstances evolve.
Sharia compliant & socially responsible
Active investment management
Dedicated investment manager
How we work with you
As your investment manager, we work with you and your financial adviser to establish an investment strategy that focuses entirely on your objectives, suits your attitude to risk and has the flexibility you desire.
Understanding your investment objectives
Our investment manager will work with you and your financial adviser to understand your goals, risk appetite, and financial circumstances.
Devise and implement your investment strategy
Working with you and your financial adviser, our investment manager will devise a proposed investment strategy for discussion and review. Once an investment strategy has been agreed, the Adviser will set up the relevant account(s) to hold your investments.
Ongoing management of your investment strategy
Our investment team will continously monitor and manage your portfolio on a discretionary basis as agreed with you. Your financial adviser will normally conduct an annual review to reassess your requirements to ensure the investment strategy remains suitable.
Our fees
We only charge an annual fee that is tiered within bands as follows:
For the first £500,000
0.95%
per year
Between £500,001 & £1,000,000
0.95%
per year
Between £1,000,001 and £2,500,000
0.85%
per year
Between £2,500,001 and £5,000,000
0.75%
per year
Over £5,000,000
0.50%
per year
- No set-up fees
- No trading or dealing fees/costs
- No transfers or withdrawal fees/ Free transfers in and out
- No exit fees
Note: The fees are applicable to each account separately. VAT is applicable on discretionary investment management fees. The fees stated here only relate to discretionary investment management service and exclude any Financial Adviser fees, platform or product related fees or charges.
Platform Availability
Depending on client requirements and the investment strategy, our bespoke investment portfolios are available on the following investment platforms through Simply Ethical Financial Advisers:
Fundment
JBS
Speak to our team
You can book an appointment with the below members of our team. Please click on the ‘Book a call’ button on a team member to schedule the appointment.
Faizal Karbani
Wasim Khan
Frequently Asked Questions
Our Bespoke Managed Portfolio Service is offered through our Financial Advisers and is generally suitable for affluent and HNW clients, with a minimum of £500,000 to invest per account.
VAT is applicable on discretionary investment management fees.