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.

Collective Portfolio Service

This is a fund-based solution to investing in risk assets within a robust investment framework - ideal for smaller sums seeking to avoid direct equities.

Our Collective Portfolio Service offers the benefits of professional discretionary management, but through a more cost-effective platform.

With a choice of five risk-profiled portfolio frameworks, each aligning to leading client risk profile questionnaires, each client is provided with exposure to a diverse mix of regions and asset classes.

Our experienced investment team manages each portfolio while monitoring market conditions so you can rest assured that we’re always working to meet your clients’ financial goals.

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Performance factsheets

We understand the importance of keeping you and your clients informed about their investments' performance. Our latest performance factsheets are available to download below.

Bespoke Portfolio Service

Ideal if your clients are looking for a tax-efficient solution, or have a set, specific goal in mind.

Their investment portfolio is individually designed to meet their specific objectives and reflect their attitude to risk.

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