For some client portfolios, from £250,000 typically, we offer a service which combines a model-based portfolio with aspects of our bespoke service. As with our platform-based service the portfolios are risk-rated and we re-balance them quarterly, but with a wider universe of assets while we can provide flexibility on the timing of investment. We arrange an annual review meeting with the client who receives quarterly portfolio updates and online access. Our fee for this service is 0.5% p.a. + VAT as applicable, with a custody and administration fee of 0.15-0.3% p.a.
