Welcome to your
Personal Portfolio
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You’ve worked hard, and you’ve earned the rewards. Now it’s time to put your wealth to work – to enable you to realise your long-held dreams and turn your aspirations into reality.
We’ll take the time to listen to exactly what you want to achieve and really understand what’s important to you. We’ll then construct and manage a bespoke investment portfolio that’s designed specifically to allow you to realise your ambitions.
How is a Personal Portfolio different?
You are the difference
We understand that every individual has different goals and ambitions in life. That’s why we’ll build a bespoke investment portfolio designed just for you.
We make a difference
We’ll spend time understanding all the assets you hold – from property through to shares you may own in businesses you’ve been involved in – and then we’ll curate an investment portfolio that takes this wider picture into account.
You’ll have a dedicated investment manager who really knows and understands you and is always ready to discuss your portfolio and share market insights.
How will you work with my financial adviser?
Working in partnership
We work with outstanding financial advisers – those we believe are among the best in the business. Together with your adviser we’ll build an investment portfolio designed to enable you to enjoy life on your own terms.
Adapting to your position
This close collaboration with your adviser will enable us to build a portfolio that’s tailored to your financial position in its entirety, taking into account the different facets, including all the other assets you own. And as you continue through life and your goals and requirements change, we’ll adapt your portfolio accordingly.
How will you work with me?
We’ll start by listening. We’ll take the time to really understand your aspirations, your values and your circumstances.
Then, when we understand what truly matters to you, we’ll use all of our expertise and experience to build a unique investment portfolio designed to enable you to achieve those goals.
We’re committed to making a difference for you. Because we only succeed when your vision for how you want to live becomes a reality.
Who will be managing my Personal Portfolio?
Your personal wealth expert
Edward Kennedy leads our Personal Portfolio team. He has more than 25 years’ experience in the financial services industry and has been managing investment portfolios for 18 years. Before joining Marlborough, Edward spent 10 years at global investment bank Credit Suisse, where he was Head of Multi-Asset investment for the UK and Guernsey.
Your investment team
Your dedicated investment manager will also draw on the expertise and resources of our wider multi-asset investment team, who have more than 125 years’ combined experience.
The team are led by Nathan Sweeney, our Chief Investment Officer of Multi-Asset, and Raj Manon, our Head of Investments – Multi-Asset. Nathan has more than 25 years’ investment management experience and Raj has over 20 years’ experience. Both have been selected for Citywire Wealth Manager’s Top 100, which is the investment industry publication’s list of the UK’s most influential fund selectors.
Other senior members of the team include portfolio manager Nick Peters, who has more than 25 years’ experience, and spent nine years at Fidelity International before joining Marlborough; and portfolio manager Sarah Todino, who has almost 20 years’ investment management experience.
You can read more about our multi-asset investment team here
What will my Personal Portfolio look like?
Your goals will shape your portfolio
Your priority could be generating an income to give you the freedom to travel or realise other ambitions – or you may be more focused on building wealth for future generations.
We’ll select the most appropriate investment structure to enable you to achieve your vision. This may be a trust, offshore bond or family investment company or it could be a straightforward investment account.
Personalising your portfolio
Carefully blended funds investing in key global asset classes will form the core of your portfolio. We’ll use our wealth of stockpicking expertise to add carefully selected individual shares and bonds to optimise the performance potential of the portfolio.
Whatever your goals and aspirations, your unique Personal Portfolio will be specifically designed to help you turn them into reality.
How will you curate my Personal Portfolio?
Profile
Working with your adviser, we’ll build a full picture of your existing investments and other assets. We’ll understand your tax position, financial liquidity, income requirements, investment time horizon and personal values.
Structure
Together, we’ll select the most appropriate structure for your investments. It could be an investment account or you may be better served by a trust, a family investment company or an offshore bond.
Portfolio
We’ll construct a unique customised investment portfolio designed to enable you to achieve your goals. We’ll carefully blend key global asset classes in a portfolio that also reflects your personal values.
Service
We’ll have regular meetings to update you on your investments and hear about any changes in your life. We’ll also be on hand to answer your questions and share our insights about markets whenever you need to talk to us.
I want to use the Personal Portfolio service.
What do I need to do?
financial adviser
important to you
rest to us