Devising a Truly Bespoke Investment Strategy; David Craig, Private Client Director at Private Bank Brown Shipley, Explains the Value of a Genuinely Bespoke Investment Portfolio and the Vital Importance of Aligning Asset Allocation and Client Expectations

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Byline: David Craig

We are all individuals with our own unique goals and expectations from life, so for wealth to be well managed it has to be managed to meet our personal circumstances and requirements. We believe that devising a truly bespoke investment strategy requires the investment manager to build a strong relationship directly with the client. Only through a full and genuine understanding of the client can the most suitable investment decisions be made.

Trust and understanding Many people are uncomfortable talking about money. Discussing how they spend it, how much they need and what they want to happen to it when they die means making investment personal - and that means building a relationship of trust.

Academic studies suggest that as much as 90 per cent of investment returns are due to asset allocation - having your money in the right place at the right time. But our own client research suggests that what matters most to …