Our range of ESG approved portfolios are founded on our belief that the quality of advice is the most important factor for clients.

MULTI ASSET PORTFOLIOS 

We work to deliver attractive risk-adjusted returns over the long term, to help your clients realise their aims. This is in tandem with a service delivering support to adviser firms where it’s required, from aligning with regulation, to enhancing services, to evaluating and changing your business.


ALIGNMENT WITH CLIENTS AND ADVISERS

Clarity for Compliance

Regulatory updates continue to have a strong focus on investors’ protection, bringing a need for clarity. Our portfolios are constructed with the objective of outpacing inflation. This ensures services grounded in the regulatory environment, targeting returns that are clear and meaningful for clients.

 

Accessible Services

We know that adviser businesses have different preferences around accessing services – via a wrapped/unitised fund structure, an unwrapped version, or a combination of the two. We offer all three options so you can choose what is best for your clients.

 

A Whole-of-Market Approach

We use our discretionary permissions to review, rebalance and restructure the portfolios on an ongoing basis. As an independent company, we are free to execute our best investment thinking without fear of conflict, so your clients can benefit from an unbiased, whole-of-market approach.

A Tailored Service

We know that each adviser business is different. So, we provide all-encompassing support via an ongoing service tailored to each firm. This covers everything from increasing revenue, profitability and efficiency to growing a firm’s brand, staff and client base. You can choose what to focus on.

Value-Added Services

Benefit from direct access to our team and select from tools and options to support your work. These include templates for client letters and suitability documents, co-branded or white-labelled literature, joint events to aid business growth and specialised support on tax-efficient products.

Enhanced Due Diligence

Our unique due diligence process and documentation pack covers all considerations when selecting an outsourced investment manager. This process can enable you to complete a more qualitative assessment, helping to ensure that our culture and approach is aligned with you and your business.


Multi Asset Portfolio Range

Advisers and clients can choose one or more portfolios that are right for the client’s risk appetite and goals. In managing investments we constantly monitor key risks to ensure that returns are achieved, consistent with the individual risk appetite.

Our portfolio range starts with the lowest risk strategy, which aims to achieve an annual return of inflation plus 1% p.a. over a five-year time horizon. It runs through to the most adventurous strategy, which aims to deliver an annual return of inflation plus 5% over the same period.  We also offer an income portfolio that targets a minimum yield of 3.5% per annum.

 

Capital at risk. The value of investments and any income from them can fall and you may get back less than you invested.

 

INDEPENDENT RISK RATINGS AND ACCREDITATIONS

Our process is designed to mitigate risks and generate returns, with a prudent strategy to maintain the purchasing power of clients’ money. Information is also always available to advisers and clients. The portfolios and service proposition are independently rated by leading financial research services Defaqto and Dynamic Planner, providing peace of mind that the portfolios are in trusted hands.

 

A Growing Range

 

Our range of services is growing as we help more advisers find solutions for clients, and strengthen their business. Further announcements on new products and services are due shortly. Stay or get registered with us for updates, and be among the first to receive the latest news.

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