Investment management – Outsourced investment services

Outsourcing your clients’ investment management requirements can allow you more time to focus on their strategic financial planning. 
Rather than allocating your time, resources and costs to providing an investment management service to your clients, you may prefer to outsource this. We offer access to a managed portfolio service (MPS) and discretionary bespoke portfolios, drawing from our extensive experience and investment expertise. 

Meeting your needs

Dedicated

To high-quality investment services including active portfolio management across all asset classes to ensure diversification and to manage risk. 

Trusted

Our service is structured to preserve and support your client/adviser relationship. 

Proven

We have a strong performance track record which, along with our externally assessed track record, demonstrates our strength in investment management. 

Independent

Our independent ownership means our long-term interests are closely aligned with those of our clients.

How we can help

Our credentials

Longstanding

We have over a century’s experience in managing private client wealth.

Experienced

Over £18 billion of funds under management and advice as at 31 December 2016, the majority for private clients. 

Flexible

Our bespoke investment portfolios typically start from £250,000, while our MPS offering is suitable for amounts of £20,000 and above. 

Specialist

We have more than 170 investment managers, which includes over 55 who are also specialists in collective investment research. 

Our awards

Our Managed Portfolio Service was awarded a 5-star Defaqto* rating in 2014, 2015, 2016 and 2017

Our Discretionary Fund Management Service was awarded a 5-star Defaqto* rating in 2015 and 2016

Platinum Award for Best Portfolio Adviser, Wealth Manager Awards 2015

Winner, Best Balanced Portfolio Manager (Large Firm), Wealth Manager Awards 2015

Winner, Best Aggressive Portfolio Manager (Large Firm), Wealth Manager Awards 2015

Winner, STEP Investment Team of the Year, STEP Private Client Awards 2013/14

 

*Defaqto is an independent financial research and software company specialising in rating, comparing and analysing financial products and funds. It provides an independent, unbiased mechanism for helping people instantly understand where a product or proposition sits in the market, based on the features and benefits it offers. The 5 Star Rating represents an excellent product with a comprehensive range of features and benefits.

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