Our Bespoke Investment Service (BIS) is for those clients that require a more targeted investment solution. They may have more complex requirements, very specific objectives, or a large portfolio requiring additional care and attention.

The P1 Bespoke Investment Management Service

With the client outcome at the forefront of the portfolio’s construction, we select the best strategic and tactical asset allocation. We then choose specific investments from our researched and pre-approved panel of investment funds to create the client’s bespoke portfolio. We may look outside of our investment panel if we feel that specific opportunities exist at the time of investment. The portfolio is then monitored on an ongoing basis with investment changes and rebalances taking place whenever the investment team feel is most appropriate.

Our Bespoke Investment Management Service is available on P1’s own platform solution in addition to some third-party product providers. Please contact us to discuss your requirements as we can arrange for our bespoke service to be available through a number of different solutions if required.

For more information about our bespoke investment service please contact Jonathan Richards at [email protected] or 01392 953076

Why choose our Bespoke Investment Management Service?

The service is provided at a price of 0.25% plus VAT, with a minimum annual charge of £1,500 plus VAT. If client meetings are required, this will be charged at £200 plus VAT per hour. Your clients therefore only pay for the service they require.

  • Provided at an incredibly competitive cost
  • An expert investment team supported by high-level independent research
  • Fully integrated with our Platform solution