Bespoke investment management - a more personal, high-touch service
Some clients need more than a ready-made solution. They may have legacy holdings, multiple tax wrappers or particular preferences that require a tailored approach. Others simply expect a more personal, high-touch service. Our Bespoke investment management service is designed for these clients – and for the advisers who support them.
With portfolios starting at £300,000, Bespoke offers access to a dedicated investment manager who will build and manage each portfolio in line with the client’s objectives, risk profile and overall financial plan.
Designed to work alongside you
Many of the advisers we work with use Bespoke as their go-to solution for clients approaching retirement, dealing with intergenerational wealth or needing careful income planning. Our investment managers are used to working closely with advisers – attending client meetings, helping manage sensitive transitions and building portfolios that align with a wider financial plan.
However your clients want their money managed, we can help. Our team works with financial advisers across the UK, offering the reassurance of one of the UK’s leading discretionary managers – and the flexibility to support a wide range of client needs.
Document downloads
Understanding investment risk and return
Our investment strategies
Bespoke for Advised Clients (AasI)
Bespoke for Advised Clients (ROA)
Greenbank Bespoke for Advised Clients (AasI)
Greenbank Bespoke for Advised Clients (ROA)
Bespoke Liquidity Only for Advised Clients (AasI)
Bespoke Liquidity Only for Advised Clients (ROA)
Bespoke for Advised US Taxpayer Clients resident in the UK (ROA)
Greenbank Bespoke for Advised US Taxpayer Clients resident in the UK (ROA)
Working with financial advisers
Building your Clients' portfolio
Our approach to risk management
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