SUMMARY:
Bespoke Portfolio Manager

POSITION INFO:
Job Overview: Bespoke Portfolio Manager Overview & Purpose The primary focus of this role is to service bespoke clients . This involves full-lifecycle portfolio management, including stock analysis, strategic construction, and ongoing maintenance of investment mandates . A secondary, yet important, component of the role involves addressing multi-asset class queries from the advising team . Reporting Relationship: Head of Equities, Portfolio Managers, and the Chief Investment Officer . Date of Specification: May 2026 . Key Responsibilities & Accountabilities Bespoke Mandate Management: Monitor existing invested bespoke mandates against their stated objectives, suggest asset adjustments to the lead portfolio manager, and source/value new companies to integrate into these portfolios . Client Relations & Presentation: Directly present portfolio positioning and performance metrics to bespoke clients wh...