You, the client, are the primary focus of ClucasGray.
We strive to provide you with a truly bespoke investment offering and a highly personalised level of service.
You will have direct access to and a relationship with your portfolio manager who has a detailed understanding of your investment and lifestyle objectives
At ClucasGray, we provide a truly bespoke investment offering and highly personalised level of service.
We aim to ensure that each individual client’s risk profile is encapsulated in a customised mandate, overseen by two senior portfolio managers to ensure continuity of service and to gain a detailed understanding of each client’s investment and lifestyle objectives.
ClucasGray
Domestic Share Portfolio
Bespoke domestic portfolios for high-net worth individuals, charitable foundations and trusts.