For advisers seeking to select an investment manager for some or all of their clients’ investment portfolios we offer a multi-asset, bespoke portfolio investment management service.
This can be delivered in one of two ways:
- A fully bespoke discretionary investment management service delivered directly by a named investment professional for individual clients with £100,000 or more to invest.
- A unitised portfolio service for advisers seeking to outsource some or all of their clients’ investment management needs (for groups of clients with £25,000 or more to invest).
Advisers (and their clients) have access to our investment managers to discuss their clients’ ongoing needs and for beauty parades where required.
Both of the above services can also be used for ISAs, SIPPs and offshore bond accounts.
Our online valuations service offers advisers the ability to see all of their clients’ portfolios in one place.
Fee share is available.