FOR FINANCIAL ADVISER USE ONLY
We work hard to manage the investments of your clients to help you grow your clients’ wealth, so you can focus on what you do best: building relationships.
Our core offering is a range of risk-profiled discretionary investment portfolios designed to suit most investment styles. Available only through platforms, they are built around our philosophy of making high-quality investment management accessible and affordable.
Established in 2013, we are now ranked among the fastest-growing platform-only investment managers in the UK, with £6.6 billion in assets under management as at 31 March 2020.
We provide Financial Advisers with services that help their clients meet their objectives.
Our award-winning investment team oversees a range of investment portfolios designed to meet virtually all investor types.
Our portfolio management fees are among the lowest in the UK.
It is no secret that Financial Advisers face more time pressures than ever before. Fast-moving financial markets, tighter regulations and an increased compliance burden are all chipping away at the time you can spend with your clients.
We know your time is precious. The task of researching, rebalancing and allocating your client’s investments has become complex, time consuming and a heavy regulatory burden. A discretionary investment manager removes these challenges and the cost in management time and the bottom line of new regulation. We manage, monitor and make the decisions on what investments to buy and sell, managing portfolios to help your clients achieve their investment objectives – a complementary service to support advisers’ expertise.
When you outsource your investment management, you save time, reduce business risk and focus on what’s more important: providing a personal service for your clients.
Our discretionary Managed Portfolio Service provides your clients with a diversified, actively managed investment portfolio, built around their aims, risk profile and investment style. That means expert investment management at low cost.
Our investment team follows a clearly defined and robust investment process that draws on its experience and expertise. Each investment decision is well-considered, leading to investments containing the most suitable allocations of global assets, regions and strategies to help meet investors’ needs.
Our dedication to working with Financial Advisers means we understand the importance of choice, flexibility and affordability. There are no obligations or tie-ins when clients and Financial Advisers choose to invest with us.
We believe the importance of high-quality financial advice. Our sole purpose is to partner with Financial Advisers who are seeking an investment manager that can provide them with the investment services they need to meet their clients’ needs.
Focus on your core strengths of financial planning and building relationships rather than building and maintaining investment portfolios.
Your main concern is ensuring your client’s attitude to risk is matched to a suitable portfolio. Outsourcing your investment management to a DFM takes away the compliance costs associated with managing a portfolio.
DFMs need not be expensive. By selecting a portfolio manager that offers a range of options at a reasonable price, you not only reduce the amount of time you spend on investment management, but you also reduce what your client spends on fees.
Our aim is to produce outcomes that align with our investors’ objectives by managing risk, keeping costs low and generating sustainable returns. We call this investment excellence.
When we invest, we begin by taking a top-down view of the global economy before working our way towards the individual funds that we believe will capture a given investment opportunity. We won’t compromise risk to chase returns, which is why we believe it is important to look at the bigger picture.
Our investment professionals work in a tight-knit, collegiate atmosphere that encourages the sharing of ideas. The team meets on a regular basis to review developments in financial markets and the global economy, with all decisions on new investments and portfolio rebalancing determined by the investment committee.