Bespoke Solutions for Clients

Many banks and investment management businesses recognize that they need to differentiate their client bases to offer bespoke or tailor-made services to what are usually described as high net worth clients. This has lead to many investment businesses offering discretionary portfolio management services as they seek to develop or enhance their  wealth management offering.

A discretionary portfolio management arrangement is one in which the investment manager makes the buy-sell decisions on a client portfolio without referring to the client for every transaction. The manager, however, must operate within an agreed framework to achieve the client’s stated investment objectives. Such a service will involve the regular monitoring of investments, regular valuations and reports, nominee services and even tax reporting.

As with institutional investors, high net worth clients have investment management needs that are very different from those of the average investor. This means that they need a service solution of a completely different order. A key feature of such these services (using model portfolio or similar baskets of assets) is that they can be refined to reflect the requirements of groups of investors or even individual investors.

Apache Advisors has extensive experience in the design and marketing of discretionary portfolio management services.