What makes an exceptional investment manager?

We provide intelligent investment management, for the clients and climate of today.

Working with Financial Advisers and other intermediaries such as lawyers and accountants, we aim for strong performance and the best results for you and your clients.

We have developed our innovative offering by being agile and responsive to the needs of your investors. We can help you to meet your clients’ expectations, while providing a commitment to transparency and efficiency and offering the same exceptional personal service they receive from you.

Our Portfolio Review Service provides a review of your clients’ existing portfolio to establish the level of risk taken, the performance achieved and the true costs incurred, suggesting improvements where necessary.

Discovery

We start by learning about your client, their investment goals and aspirations. Working closely with you, we use these as the building blocks for their asset management strategy.

Risk Management

We work with recognised and respected partners in determining your clients’ risk profiles, allowing us to build an appropriate investment asset allocation for their portfolios.

Execution

Our innovative solutions have been developed with today’s investor in mind. We are agile and responsive to the needs of your clients, providing an efficient and exceptional service.

Return

Our performance-focused approach and robust and tested processes are in place, aiming to ensure our investment strategy delivers the right outcome for your clients.

Our unique combination of financial and legal services…

Our Solutions

We call our products and services ‘solutions’ because we aim to help your clients achieve their financial aspirations.

We took a fresh look at what clients and advisers want from an asset management service and used this to innovate and create new products with a focus on performance and costs, which can already demonstrate an impressive track record.

With our ability to respond to client needs and adapt to the investment climate, we have developed a new offering and efficient, transparent processes that meet the demands and budget of today’s investor.

Our solutions include a Bespoke Portfolio Service, a set of Dynamic Growth Portfolios and, developed with BlackRock and Winterflood Business Services, a performance-focused income ETF portfolio. We also provide an AIM portfolio for mitigating IHT, an ESG portfolio, along with a set of passive, low-cost, risk mapped solutions.

Finally, our Portfolio Review Service provides a review of your clients’ existing portfolio to establish the level of risk taken, the performance achieved and the true costs incurred, suggesting improvements where necessary.

The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. It should be noted that stock market investing is intended for the longer term.

The Benefits for You and Your Clients

In an environment of complex markets and increasing regulation, outsourcing client investments to a specialist asset management team can bring benefits to both client and adviser.

Benefits to IFAs and other intermediaries

  • Forward-looking, agile asset management focused on performance
  • You retain full ownership of your clients
  • Robust and demonstrable investment processes to satisfy TCF requirements and reduce risk
  • More time available for your to identify new clients and increase revenue
  • A dedicated point of contact for all business issues

Benefits to clients

  • New, innovative offering developed to meet client demand and risk profiles
  • An intelligent investment management service built around the 21st century investor
  • Award-nominated products with an impressive track record
  • Transparent and efficient processes to meet demand and budget

Portfolio Review Service

Get a bespoke review and advice on your clients’ existing investment strategies.

Our portfolio review service is an independent evaluation of the investment strategy and performance of your current investment manager after costs, and how this compares to the industry generally.

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