Berry Asset Management is a boutique, specialist investment & wealth management firm and part of the Bordier Group. Berry Asset Management focuses solely on managing the wealth of individuals, private families and trustees. We manage portfolios for pensions, trusts, charities, offshore bonds, livery companies, small institutions, and welfare committees, along with investments for our own staff. The portfolios we look after are managed on a bespoke basis, with an emphasis on wealth preservation coupled with very high levels of client service.In 2011 we won ‘Boutique Wealth Management Firm of the Year’ at the prestigious Spear’s Wealth Management Awards, and have been nominated in several categories at the Private Asset Managers awards over the last seven years, winning ‘Best Image and Reputation’ in the Investment Boutiques category, along with four wins for the quality and clarity of our client reporting. We have also been awarded a Defaqto 5 Star Rating for our MPS and Wealth Management Services, and received the ‘Best Innovation’ award at the 2013 Portfolio Adviser Wealth Management Awards.
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Discretionary Portfolio Service. Tailored to client, based on model portfolios. Predominantly collectives, will include allocation to
alternatives as appropriate.
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Service is Individually tailored to client.
Investment vehicles are
Predominantly, although not exclusively, long only
and collectives. Alternative strategies possible but for clients with investment in the region of £200,000.
Minimum investment No quoted minimum investment
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This service is designed for larger portfolios and enables clients to personalise our investment management system to create portfolios, activity, reporting and benchmarks tailored to their specific circumstances.
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In order to allow smaller investors to gain access to our investment management service we have created a range of managed portfolios. Each of these portfolios has a specific risk profile and investment objective.
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A full range of UK and international equities,
corporate bonds, cash, gilts, hedge funds,
structured products and other financial instruments
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Charles Stanley & Co. Limited is one of the oldest firms on the London Stock Exchange. Its origins lie in a banking partnership established in Sheffield in January 1792. The bank prospered, and so did its Stock Exchange investment business. By the 1830s this had grown to the point where a Director was needed in London to handle it, so Charles Stanley came southwards. As the business grew it became recognised as a separate operation and in 1852 the name Charles Stanley first appeared as an independent member firm of the London Stock Exchange.
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Bespoke and IFA models on request
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Any vehicles as appropriate but more diversity
available the bigger the client.MPS for £250k - £500k and Bespoke Tailoring above £500k
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Wealth management service for Intermediaries & their clients. Discretionary Funds, MPS, and bespoke solutions for all types of client
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Tailored to the individual client. DB also run Dynamic
Portfolio services based on seven model portfolios.
These can be accessed through a NURS structure,
direct or with additional management to meet
individual client needs.
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Our Discretionary Fund Management (DFM) service has been specifically designed to work in conjunction with you on behalf of your clients.
Enduring values, modern methods
Investec Wealth & Investment (until recently Rensburg Sheppards) is one of the UK’s largest independent investment management companies. We manage £12.7 billion of funds for our clients.* (30 9 2011)
We have worked closely with professional advisers for more than 20 years. This gives us an intimate understanding of your specific needs. And our national network of 11 offices helps us develop close partnerships with financial advisers throughout the UK.
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