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.
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.
An adviser focused managed portfolio service, operated on an agent for investor basis and available through recognised wrap platforms
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
Using ETFs as the Building Blocks
Transparent, Low Cost and Liquid range of Model 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
An element of absolute return fund exposure makes these portfolios less reliant on the directionality of equity markets as a generator of return.
