Managed Portfolio Service


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.

MPS Features

  • Exclusive to professional advisers
  • Available on recognised Wrap Platforms
  • Specialist Passive, Active and ESG Model Portfolios
  • Regularly re-balanced
  • Volatility Targeted
  • Client ready marketing support

Platform Access

To support “agent as client” operating framework the model portfolios are avaibale on several recognised wrap platforms in the UK.

  • Transact
  • Novia
  • Ascentric

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.


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


Using ETFs as the Building Blocks

  • Transparent
  • Daily Liquid
  • Using advanced technology
  • ESG Screening and Scoring
  • From 0.25% pa

Blended Portfolios

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


  • Active fund allocation (equities)
  • ETF allocation (Fixed Income) to reduce overall cost.
  • 3 portfolios to suit different attitudes to risk
  • Across Cash, Fixed Income, Equities, Alternatives and Absolute Return


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

  • Absolute Return expertise
  • Emerging Market Expertise
  • Daily Liquid
  • Focus on Reducing Volatility
  • From 0.6% pa

Agent as Client Framework

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

Efficient Outsourcing

One of the key elements of outsourcing is of course the investment discipline. However what is often overlooked is the significant efficiencies that an advisor benefits from which in turn creates more time to run other aspects of the business and of course onboard and advise on new business.

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