Personal Portfolio -
working in partnership with advisers
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Working in partnership with you, we'll take the time to understand your individual client's unique goals and circumstances and then construct and manage a bespoke portfolio specifically designed to help them turn their aspirations into reality.
Trusted partnership
We'll always work alongside you, never in competition. As our adviser charter emphasises, we recognise that our role is to assist you in delivering the best possible overall outcomes for your client.
Personal service for your client
We'll take the time to listen to your client and properly understand what they want out of life. We'll then build and manage a unique investment portfolio designed to enable them to achieve it.
Personal service for you
We understand that no two clients are the same and that you too will have your own preferred way of working with us. We'll tailor our service to match exactly your approach and requirements, and those of your client.
Working in partnership
Understanding our role
The client relationship belongs to you.
We'll work in collaboration with you, respecting that relationship, while ensuring your client is at the heart of everything we do.
Our Personal Portfolio charter
We build strong, mutually beneficial relationships based on listening, openness, trust and our goal of making a positive difference to people's lives.
Our Personal Portfolio service has been established to broaden the offering of our adviser partners and provide an outstanding service with transparent pricing.
As we work with advisers, we're constantly enhancing our capabilities together, to achieve the very best possible outcomes for clients.
Curating our Personal Portfolios
Profile
In partnership, we'll build a full picture of your client's existing investments and other assets. We'll understand their tax position, financial liquidity, income requirements, investment time horizon and personal values.
Structure
Together, we'll then select the most appropriate structure for their investments. It could be a straightforward investment account or they may be better served by a trust, a family investment company or an offshore bond.
Portfolio
Now we understand your client's goals in life, we'll create a unique customised investment portfolio specifically designed to enable them to achieve them. We'll carefully blend key global asset classes in a portfolio that also reflects their personal values.
Service
We'll hold regular meetings to update you and your client on their investments and hear about any changes in their life. We'll also be on hand to answer any questions and share our insights about markets whenever you need to talk to us.
What might a portfolio look like?
We will look to build a high-quality global equity portfolio targeting companies with strong fundamentals at reasonable valuations. We focus on high-conviction long-term stock ideas with a 3-5 year investment horizon.
Companies selected are characterised by strong balance sheets, attractive cash flows and robust business models. Our approach is a style-agnostic, investing in both value and growth stocks, actively managed through the cycle.
We maintain the flexibility to add value by deciding exact allocations within house view parameters.
Your Personal Portfolio team
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
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