Investment firm Marlborough has launched a bespoke portfolio management offering, the Personal Portfolio service, for financial advisers’ high-net-worth (HNW) clients.
The service is also aimed at advisers working with charities, trustees and other clients requiring bespoke portfolio management, the firm said in a press release today (22 April). It has been developed by Edward Kennedy, who joined Marlborough in June 2024 as head of bespoke discretionary fund management. He has now been appointed as head of the personal portfolio service. Kennedy began providing bespoke portfolio management services for the clients of several adviser firms last year and the Personal Portfolio service is now being opened to the wider adviser community. Kennedy has ...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
