As financial planners and advisers have moved to focus their time on providing specialist and expert advice for investors, so some have sought to find suitable partners to provide the portfolio management piece of the jigsaw.
Working closely with our clients’ advisers over many years has enabled us to be flexible to the changing demands of our intermediary partners when it comes to providing portfolio management services.
To help financial planners stay focussed on managing their clients’ financial plan, our discretionary expertise is available within a range of five model portfolios that are mapped to two risk profiling tools. The Core-Satellite Managed Portfolio Service (MPS) is designed specifically for financial planners acting as Agent for investors looking to take advantage of our award winning investment management expertise.
Lawyers and Accountants
Thanks to the clarity of roles within a relationship, we have experience of working with a wide variety of professional intermediaries, particularly where a family might have a long-serving lawyer or accountant who has become the central trusted adviser.
Our award-winning discretionary portfolio management service provides a tailored approach to managing client portfolios with a dedicated portfolio manager as your primary point of contact.