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Bespoke Model Portfolios

A tailored portfolio for an individual client to ensure perfect alignment of investment solution and client objectives. The Bespoke Model Portfolio Service is for clients where an off-the-shelf model portfolio is not a perfect fit.

0.50-0.75%

Annual Management Charge

About Bespoke Model Portfolios

Investments

  • Input into the investment process​.
  • Active, passive, or a blend of both. Your choice.​
  • Ability to cap the overall cost to the client​.
  • Utilise our expertise across asset and product classes. Ability to build portfolios with Open-ended funds, ETFs and Investment Trusts.
  • Fully risk aligned to your clients’ risk profile.

Marketing

  • Bespoke portfolio proposal document which you can use with your client to outline the solution.

Service

  • Dedicated investment and account manager contact. Direct investment team access.
  • Upload on your platform of choice.

How It Works

Step 1

Understand your unique requirements

We will work very closely with you to understand your clients’ investment needs, focusing our discussion on the areas where we can adapt to ensure that we have a perfect fit solution.

Step 2

Proposal, discussion and feedback

Our team will provide a comprehensive proposal outlining the bespoke portfolio that the team has put together, considering the investment needs of the client.

You can then provide us with your feedback, and then with discussion our team will work on integrating the changes as requested.

Step 3

Implementation

We will begin uploading the solutions to your platform(s) of choice.

You can then invest your client into the agreed-upon bespoke investment solution.

Step 4

Manage with ongoing monitoring and review.​

There will be regular contact with our team: sales and investments to ensure that you are kept up to date.

You will also receive factsheets and updates on the portfolios, as required for your regular client reviews.

Other strategies.

Active MPS

Our flagship and leading portfolio range.

The portfolio invests across our best active ideas to generate clear, credible, active outperformance for clients.

Sustainable MPS

Our better future portfolio range.

Investing in companies offering products and services that help create a greener, more sustainable world.
The Sustainable Investment Strategy is directly aligned with the UN Sustainable Development Goals.

Ethical MPS

Our ‘Dark Green’ portfolio range.

Investing with strict avoidance criteria to avoid harm.

The range focuses on funds that have strict screening criteria in line with our ethical criteria.

Investment Trust MPS

Invest in a portfolio of best-in-class investment trusts.

The portfolio invests in Investment Trusts (closed-ended investment vehicles) for equity exposure.

Defined Returns MPS

Seeking to achieve defined return targets.

For investors seeking a highly pragmatic approach to active multi-asset investing.

Bespoke MPS

Invest according to your clients' exact required outcomes.

A model portfolio constructed and managed around your mandate.

Core MPS

Our one-stop shop liquid investment solution.

The portfolio focuses on blending the best of active and passive investing.

ESG Blend MPS

Our low-cost approach to responsible investing.

Investing in companies that possess good or improving ESG characteristics.

The range blends active and passive responsible investment funds.

Passive MPS

Our very low-cost portfolio range.

A whole-of-market portfolio, investing in index-trackers for high-quality market exposure at a very low cost.

Sustainable MPS

Our better future portfolio range.

Investing in companies offering products and services that help create a greener, more sustainable world.
The Sustainable Investment Strategy is directly aligned with the UN Sustainable Development Goals.

Ethical MPS

Our ‘Dark Green’ portfolio range.

Investing with strict avoidance criteria to avoid harm.

The range focuses on funds that have strict screening criteria in line with our ethical criteria.

ESG Blend MPS

Our low-cost approach to responsible investing.

Investing in companies that possess good or improving ESG characteristics.

The range blends active and passive responsible investment funds.

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Islamic MPS

Invest in alignment with your faith

The portfolio range is targeted at clients seeking a portfolio that is shariah compliant.

Defined Returns MPS

Seeking to achieve defined return targets.

For investors seeking a highly pragmatic approach to active multi-asset investing.

Bespoke MPS

Invest according to your clients' exact required outcomes.

A model portfolio constructed and managed around your mandate.

We are Available on 14+ platforms.

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Access our Model Portfolio Data here

Let’s Talk

Sarb Thind

Head of Sales (UK)

Sam Boughton

Client Service Director

Contact Information

Binary Capital Limited is registered in England and Wales, with company number: 06692644. Registered office: 43-45 Dorset Street, London, England, W1U 7NA | Binary Capital Limited is authorised and regulated by the Financial Conduct Authority with firm reference number 507900.
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Sam Boughton

Client Service Director

Sam has been with Binary Capital since its inception in 2018. Initially, his role was to offer support to the UK sales team. Over time, he worked his way up from this position to become the Client Service Director at Binary Capital. As Client Service Director, he manages the wider sales team and is responsible for raising the assets under management (AUM) while concurrently enhancing the firm’s operational capabilities.

Sam completed his undergraduate studies in Economics with honours at the University of Manchester.

Sam’s unwavering loyalty to Binary Capital for the past five years is a testament to the firm’s boutique vision. Binary Capital’s success is built on long-standing relationships with clients and the impact they make, which serve as the foundation of the firm’s business model. ‘We believe that by prioritising these relationships and consistently delivering impactful results to our clients, we can continue to build a successful and sustainable business for years to come’

In his leisure time, Sam is an avid supporter of Arsenal, his favourite football team, and regularly attends matches at the Emirates Stadium. Sam is also a highly skilled sportsman, having completed triathlons and competed at a high level of squash around London. In his spare time, Sam enjoys playing golf, weather permitting.

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