Partnership Approach

As part of an independent investment specialist with a heritage dating back over 25 years, we bring significant experience and expertise. Our first managed portfolio service launched in 2018 and we have since become well established in the outsourcing space.

 

CLEAR INVESTMENT OBJECTIVES

In order that you can properly evaluate outcomes for your clients, we focus on delivering returns targeted at beating inflation by a stated minimum over any rolling five-year period. This provides assurance that your clients can clearly understand how the portfolios relate to their objectives.

 

Commitment to Advisers

We offer services that complement rather than challenge the adviser’s business model.

We are one of a few asset managers that does not have in-house financial advisers. Our expertise lies in investment solutions and the firms we work with own and control the client relationship.

 

Partnership Approach

Our partnership approach not only provides your clients with the range of investments you would expect, but also helps you to achieve your business goals. Your firm and clients can benefit from this consultative approach and a high level of support.

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