Premium Portfolio Builder
A potentially strong vehicle for retirement or legacy planning
Since our Premium Portfolio Builder service acts a little like a regular savings plan, it can offer you the perfect way to build a collection of rare stamps, books or coins with long term investment potential. These are all uncorrelated, low volatility asset classes with a track record of stability capital growth. The Premium Portfolio Builder has our lowest entry level of just £10,000 and you’ll still benefit from the experience and expertise of a dedicated Investment Portfolio Manager and have exit options that are normally only offered to larger investment clients.
Potentially, the Premium Portfolio Builder is also an excellent vehicle for retirement or legacy planning since it allows you to build your portfolio over time and increase your regular monthly investments as your circumstances change over time. Managing your budget as you go and potentially reaping greater eventual rewards. We even allow you an annual ‘payment holiday’ after the first year.
We insure, value and store your stock and all administration and transactions are taken care of by us – all completely free of charge.
How it works
Is it the right investment option for you?
This could be an ideal retirement plan – or legacy investment for children or grandchildren. The PPB presents you with an opportunity to build real wealth over time, making it ideal for investors with longer-term objectives and financial foresight. For generations our clients have built priceless collections and valuable portfolios this way.
Although we guide you on the type of items you should have in your portfolio, it is your collection, and you can have the final say in building it. You’re not locked in. You can buy and sell at any time after the first year to achieve your investment objectives. The longer you hold and the more you invest, the better you are likely to do.
If the Premium Portfolio Builder isn’t right for you, compare our other investment portfolios here.
If you have over £1 million to invest, please contact us directly about our bespoke investments.