Share Portfolios
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
ClucasGray Private Client Services
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.
ClucasGray
Offshore Share Portfolio
ClucasGray segregated offshore investment portfolios on the Julius Baer or Credo platforms.
ClucasGray
Retirement Share Portfolio
Personal retirement portfolios designed to grow real wealth over long periods of time.