With the service founded on our belief that the quality of advice is the most important factor for clients, we have built it out in support of this.

As we work with advisers, their focus can remain on the client, while ours remains in investment management. This enables advisers to focus on client retention and acquisition, so aiding business growth.


Key Benefits

The service can benefit advisers and clients, being highly accessible to both; aligned with adviser processes and client aims; and underpinned by a disciplined approach to risk management.

A HIGHLY ACCESSIBLE SERVICE

Advisers can access the MPS through third-party platforms. It also follows a robust, straightforward process, making it easy to use and present to clients. Similarly, advisers can benefit from the availability of skilled and dedicated managers whose sole focus is on managing the portfolios.

For clients, the service is accessible at modest investment levels, yet with no upper limits on investment size. It can also be accessed via tax-efficient wrappers including General Investment Accounts, Individual Savings Accounts (ISAs) and Self Invested Personal Pensions (SIPPs).

ALIGNMENT WITH CLIENT AIMS

Ensuring clarity for clients is key to the MPS. Working with their adviser, clients can choose from five carefully constructed, actively managed, risk-rated funds. Together they can select what best suits the client’s risk appetite and their aims.

The portfolios have inflation-linked investment objectives. We know that the vast majority of investors aim to preserve and grow their capital in real terms over the medium to long term. So these objectives have great relevance, along with being easy to understand.

A DISCIPLINED APPROACH

We work to deliver attractive risk-adjusted returns over the long term to help clients meet their goals and aspirations. In constructing and managing multi-asset investment portfolios, we work to find the balance between diversification, risk management and long-term performance potential.

We believe in diversifying investments across global markets and asset classes to both capture returns and manage downside risk. Transparency is a cornerstone of our investment process, giving clients full visibility on where their money is invested at all times.


How it works

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.

The MPS 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.

 

INDEPENDENT RISK RATINGS AND ACCREDITATIONS

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.

 

Commitment to customers

The Blackfinch Wealth Managed Portfolio Service is underpinned by a robust process that is designed to mitigate risks and generate returns. We follow a prudent strategy to maintain the purchasing power of clients’ money. Reflecting our commitment to transparency, information is always available to advisers and clients so that they can see how a portfolio is progressing at any time.

FURTHER READING

For more information on the Blackfinch Wealth Managed Portfolio Service, please see the most recent article from the team.

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