Services and funds

Our Bespoke Portfolio Service (BPS) can deliver a portfolio tailored to your individual client, offering a customised solution for clients with more complex investing needs.

Our Decumulation Service is a bespoke solution that combines a blend of lower- and higher-risk investments. It gives your clients short-term income while maintaining a longer-term, multi-asset portfolio that aims to grow over time. This could be suitable for clients looking to draw down from their accumulated wealth or those seeking a consistent income for life costs, such as school fees or long-term care.

In keeping with our approach to innovation and change, our Responsible Investment Service invests in companies actively looking to address sustainability issues while avoiding those that do harm. This can be a force for good while delivering rewarding risk-adjusted returns.

Our diversified, multi-asset Managed Portfolio Service gives access to a range of portfolios aiming to meet varying client needs, whether they are seeking income or growth, risk-targeted or volatility managed, active or passive or responsible investments. 

Our AIM Portfolio Service, which was launched in July 2011, offers long-term capital growth potential and compelling Inheritance Tax benefits via a portfolio of 30-40 carefully selected AIM listed companies.

BM Investment Solutions (BMIS) is a business-to-business consultation and support service. We work with you to create a central investment proposition built for your clients and your business needs.