Our unique combination of financial and legal services...

Our Asset Management services:

Managed Portfolio Service

The Managed Portfolio Service (MPS) provides a diversified approach to fund management.

This is ideal for clients wishing to make a lump sum investment but with the reassurance of a broad spread of assets with regular rebalancing.

Our Managed Portfolio Service consists of asset allocation driven models across diverse risk profiles. An MPS investor owns a portfolio of funds, which are suitable for spreading risk.

The asset allocation matches the outputs of Distribution Technology.

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.