Managed Portfolio Service

Overview

Our Managed Portfolio Service is designed and delivered exclusively to authorised financial planning and advisory firms.

Our expertise in managing portfolios blends together with our in-depth understanding of the financial advisory community resulting in a portfolio service that complements and enhances the holistic planning advice provided by financial advisers to their clients.

About our Managed Portfolio Service

  • Exclusive to professional advisers
  • Specialist Passive and Active Model Portfolios
  • Regularly re-balanced
  • Unrivalled communication and service levels

Trusted advisor Status

The operating framework that governs our MPS is referred to as “Agent for Investor”, a recognised outsourcing structure that allows you as the financial advisor to confidently outsource the day to day management of your client’s assets whilst having complete ownership and control over the client journey.

Our MPS

An adviser focused managed portfolio service, operated on an agent for investor basis and available through recognised wrap platforms

Passive Portfolios

A range of passive model portfolios that are smart and complex in their construction yet easy to understand with clearly defined monetary and risk targets.

Portfolios that can be communicated succinctly to your clients as part of your broader financial planning service.

Transparent, Low Cost and Liquid range of Model Portfolios.

Features

  • Pure Passive
  • 3 portfolios to suit different attitudes to risk
  • Using advanced screening technology
  • Across Cash, Fixed Income, Equities and Alternatives

Passive Portfolios

Using ETFs as the Building Blocks

Transparent, Low Cost and Liquid range of Model Portfolios.

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Active Portfolios

A range of dynamic active style portfolios built around adaptive asset allocation and intelligent fund selection.

Portfolios that can be communicated succinctly to your clients as part of your broader  financial planning service.

Features

  • Active Style
  • Allocation to Fixed Income ETFs manages overall cost.
  • 3 portfolios to suit different attitudes to risk
  • Across Cash, Fixed Income, Equities, Alternatives and Absolute Return

Active

An element of absolute return fund exposure makes these portfolios less reliant on the directionality of equity markets as a generator of return.

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