Tailored Solutions -> Alliance Bespoke

Alliance Bespoke provides your high net worth clients with the opportunity to have their investment portfolio managed by a discretionary manager selected from leading specialists in the field.

Outsourcing this complex process reduces a firm’s compliance and administration burdens, allowing IFAs to spend more time developing new or existing client relationships.

The service is available to clients with more than £250,000 in investable assets, who are offered a much broader range of opportunities than the more traditional equities, bonds, cash and property. Their investments are monitored daily – meaning portfolios can be adjusted rapidly in line with changing markets.

Alliance Bespoke also features an AIM Portfolio service designed to provide a portfolio fully exempt from Inheritance Tax after two years.

The bespoke wealth management and AIM Portfolio services have both proved attractive to solicitors and other professionals. Each can be arranged under a white label to present using your own brand.

Call us on 0800 731 8350 or email enquiries@ifalliance.co.uk to find out more about how Alliance Bespoke can help your business.

Benefits:

• A personalised solution for HNW clients
• A broad range of asset classes
• Active management
• Reduces compliance and administration burden
• A portfolio designed to be exempt from Inheritance Tax after two years.