Bespoke portfolio service

At COR we take pride in designing and constructing investment portfolios that are individually tailored to clients specific investment needs. We view every client relationship as a partnership and as such we seek to gather a clear understanding of clients’ requirements and marry these with our cutting edge investment management and research capabilities.

We have a highly skilled and experienced investment team that has been drawn from numerous investment styles and cultures. As a result we are confident in our ability to provide complete investment solutions with a truly global perspective. We will offer bespoke portfolio services on the following basis:    

  • Discretionary accounts
  • Advisory accounts
  • Execution only accounts      

We understand many of the complex taxation requirements of international clients.  Whilst we do not give tax advice, we are adept at structuring portfolios to comply with third party tax advice in an efficient and sophisticated fashion.  We are sensitive to the requirements, jurisdictions and structures to ensure efficient tax planning.
 


Should you need further information with respect to any product please do not hesitate to contact
one of our offices/team below for more details:

Guernsey - Joseph Paul or Charlotte Powell +44 (0) 1481 701329 or alternatively by email

Jersey - Scott Kelly, St John Burke or David Le Cornu +44 (0) 1534 281000 or alternatively by email

Geneva - Barrie Duerden +41 (0) 22 715 14 59 or alternatively by email