Our unique combination of financial and legal services...

Our Asset Management services:

Passive Portfolios

Our Passive Portfolios are a range of passive solutions designed to offer your clients cost-effective access to discretionary investment management services which allows them to diversify their risk whilst accessing a broader range from the stock market.

They respond to client demand by allowing us to offer a risk-mapped solution, while adopting a whole-of-index approach helps to keep the costs low.

Our Passive Portfolios are risk-mapped and comprise unit trusts and open-ended investment companies that are all passive trackers.

They are available on various platforms through an adviser only.

For more information on our Passive Portfolios, please contact us.

Portfolio Review Service Get a bespoke review and advice on your clients’ existing investment strategy. Request Your Review Now

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.