Trust in together.

Trust. It’s a big word, but it’s vital to long-term success. Over the last 25 years of working with financial advisors and their clients, we’ve learned it’s true value. And we know from proven experience that it’s at the heart of building any long-lasting, mutually beneficial relationship.

By offering an effective way of outsourcing the day-today management of your clients’ portfolios, our range of discretionary investment management solutions also give you more time to spend thinking about the bigger picture, helping you take your business to the next level.

An experienced partner you and your clients can rely on.

As you’d expect from a multi-award winning business, our success is grounded in a track record of consistent investment returns, leading expertise and a personalised customer experience, driven by a team committed to providing the highest possible standard of client service. By continually looking for better ways to combine our expertise seamlessly with yours, we’re forging ever-closer working relationships.

All about you

Your clients have put their faith in you; we know exactly how important that is. That’s why we’ll never take anything for granted, why we’ll work extra hard every day to build stronger relationships, and why we’ll always put you and your clients’ needs first.

Proven performers

Confidence is everything when it comes to choosing an Investment Manager. We’re rightly proud of the accolades we’ve picked up for our investment performance and services. As well as highlighting the quality of our research and expertise, it’s a reassuring sign that you can trust the quality, breadth and flexibility of our offering.

Low costs, maximum returns

Nothing comforts a client more than maximising their returns. That’s why we do everything we can to keep costs to a minimum. Our disciplined investment process gives us access to stocks and funds from a variety of global sectors at very competitive rates. And the typically low Total Expense Ratios (TERs) speak for themselves.

Flexible and dynamic

When it comes to choosing the most suitable investments, it can pay to play the field. That’s why all our Investment Managers have access to whole of market investment opportunities.

By freeing your clients from the constraints of being tied to certain products or providers, you’ll know they’re be able to seize the best opportunities available.

Discretionary portfolio management

Designed to work in partnership with your overall wealth management proposition, the service frees up time and removes the need for you, or your client, to make investment decisions.

We’ll construct their portfolios and monitor their holdings, never losing sight of their risk profile and investment objectives.

Our fully-managed, risk-based investment service combines extensive research with our innovative four-dimensional investment and risk monitoring process, helping us make informed decisions on your clients’ behalf.

One of the key benefits of this approach is the flexibility to react swiftly to fast-moving markets and changing economic circumstances. This means investment decisions can be made quickly, without referring to the client, or you, before every transaction.

We offer a wide selection of advisor-orientated investment options, ranging from collective based model portfolios through to a truly bespoke service. All our model portfolios have pre-defined risk allocations, that can be aligned to industry - recognised risk profiling tools.

Our Partners

At Intermediaries we offer you freedom of choice as to how to access our investment services. In addition to offering a standalone in-house nominee and ISA service, we have developed working partnerships with over 30 product and wrap providers offering a comprehensive range of tax structures, giving you and your Financial Adviser the flexibility to choose the most appropriate solution for your needs.

Offshore Bond Providers

Utmost Ireland (Previously Axa International Ireland)
Utmost (previously AXA Isle of Man)
Canada Life International
(Isle of Man)
Old Mutual International Ireland
Canada Life International Ireland (Formally Legal & General International)
Standard Life International Bond
Lombard International Assurance

Pension/SIPP Providers

AJ Bell and AJ Bell Investcentre
AXA Wealth
Barnett Waddingham
Cabot Trustees
Corporate and Professional Pensions Limited
Curtis Banks
IPM SIPP Administrators
James Hay
Lifetime SIPP
London & Colonial
NM Trustees
MW Pensions
JLT Premier Pensions Suffolk
Life Liberty SIPP
Standard Life

Platform Providers

AXA Elevate
Standard Life
Alliance Trust


Intermediary Insights

Read the latest updates, advice, commentary and literature from our expert team and stay in the know.

11th June 2018

| The Weekly - G7 - Rattling the Sabre

By Donald Maxwell-Scott

You need not have read or seen the news over the weekend, but you would have got the gist of how well the G7 summit went

Read more
4th June 2018

| The Weekly - Blowing the bloody doors off!

By Donald Maxwell-Scott

Markets were understandably jittery last Monday, causing huge ramifications for Italy and also the Eurozone as a whole

Read more
21st May 2018

| The Weekly - Till death do us part ... some advice for Meghan

By Donald Maxwell-Scott

The markets have opened strongly this week with the prospect of a trade war between the US and China diminishing

Read more

Intermediaries Staff

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