Investment Solutions
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Through partnership with financial advisers, we offer a range of Risk Rated Model Portfolios. The portfolios have been built around a single core investor proposition: to preserve the real value of their assets over time and replicate selective asset performance at low cost.
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Our Model Portfolios have been awarded the highest 5 Star Risk Rating by Defaqto. In addition, the portfolios are available on a wide range of platforms including Standard Life, Fidelity Funds Network Fundment, Aviva, Aegon, Zurich, Transact and Embark.
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OUR PROPOSITION
Asset Allocation
WE ARE A MANUFACTURER
We are an asset management manufacturer – we specialise in the design, creation and facilitation of multi-asset portfolios with dynamic asset allocation and a rigorous risk management process at it’s core.
This allows us to provide the opportunity to:
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White label our offerings.
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Work collaboratively on the design and manufacture of a bespoke offering for your business.
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Provide our services as standalone components.
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Find out more in our co-manufacturer service proposition by clicking below:
LONDON CITY & BATH OFFICES
14 highly qualified and experienced
staff across all investment management disciplines.
PROPRIETARY INVESTMENT PROCESS
Dynamic asset allocation within a rigorous risk managed framework delivers consistent returns, Enhancing customer outcomes.
AWARDS
Recognised by Defaqto as a Five Star manager for breadth of proposition & importantly Five Diamonds for investment process performance on our Core Range.
DIFFERENTIATION
Our seamless blend of systems, processes, people and expertise across all areas of our services distinguishes us from the rest of the market offerings.
INHOUSE EXPERTISE
Working with clients to build a robust investment proposition to power a Centralised Investment Process.
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Model Portfolios / Unitised Funds / Bespoke Manufacture / Asset Allocation / Fund Selection / Monitoring Risk Management / Business Consultancy / SRI / ESG