Advisory Investment Management
KellySelby
Member
Hi
Does anyone know of any investment managers who will provide a bespoke advisory investment service for a client who has c£2 million to invest? I'm looking for a few options to compare and to get an idea of what the cost would be. The client would like a mix of funds and direct stock holdings.
Thanks
Comments
Hi Kelly
Having just left the business, I know Canaccord Genuity Wealth Management offer the service, with various fee tariffs available. They have an intermediary team who would be able to point you in the right direction
https://canaccordgenuity.com/wealth-management-uk/intermediaries/
Cheers
Tom
Hi Kelly,
Used Charles Stanley, Brooks MacDonald and Quilter in the past, all should be able to put together bespoke portfolios.
I believe Charles Stanley also have their own advisory side too which may suit some clients.
Good luck!