Investment Portfolio’s

Here at Dover Street Capital we create portfolio’s that are tailored to your investment objectives, circumstances and values. Our core key principles are:

Understanding our clients

Personal circumstances, objectives, knowledge, experience and attitude to risk are taken as our starting point for building a bespoke investment strategy that is as individual as each client. The rigour of our research helps us understand every client and consider every investment option. 

An individual service

Many of our clients will be looking for a bespoke service that fits their personal goals, needs and values. As a client you will be assigned a Partner who is dedicated to your portfolio, tailors it to your exact requirements and manages it specifically for you.

Dedicated Partners 

Your Dover Street Capital Partner will get to the heart of what you want to achieve. They will establish your appetite for risk and capacity for loss. After carefully examining your assets they will consider every investment option, balancing potential risks with returns. They will be your point of contact and mean you always hear a familiar voice when dealing with your questions.

Regular performance reviews

Portfolios are created with different weightings of asset class to achieve pre-determined goals. Our clients will be kept up to date with performance reports, and their requirements will be checked regularly to ensure their investment strategy is meeting its objectives.

Model Portfolio’s

Whilst we create bespoke portfolio’s for many clients, we also have a range of model portfolio’s created by our research analysts, designed for specific risk levels. Below you will find examples of them.

Click on the portfolio above to find out more.