Absolute commitment

"We work on a case-by-case basis, structuring portfolios sympathetically in line with market opportunities using the successful investment methodologies that have served Ashburton for almost 25 years."

Strong emphasis is placed on building up a close working relationship in order to ensure we can achieve a solution that best suits our clients specific needs, enabling them to rest easy and be assured that their wealth is in the very best hands. We work hard to justify the confidence placed in us.

Our dedicated investment team will work with each client to:

Discuss and interpret their individual needs
Understand investment objectives and attitude to risk
Develop an investment solution tailored to their specific requirements
Agree on reference points for performance measurement.

Furthermore, each investor will have direct access to the Bespoke Investment Management team to discuss any questions regarding the portfolio.

In addition to continuous monitoring, we will correspond with investors regularly, giving details of:

The current market environment
How the portfolio has performed against the agreed reference points
Transactional activity within the portfolio
Market expectations and the strategies we adopt in order to manage them to the benefit of the investor.

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