Investment management – Outsourced investment services

Outsourcing your clients’ investment management requirements can allow you more time to focus on their strategic financial planning. 
We offer full outsourced investment management services offering access to managed portfolio service (MPS) and discretionary bespoke portfolios. 

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

The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.

Our credentials

Longstanding

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

Experienced

Around £19.5 billion of funds under management and advice as at 30 March 2018, 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 & ratings

Our Managed Portfolio Service has been awarded a 5-star Defaqto* rating from 2014-2018

Our Discretionary Fund Management Service has been awarded a 5-star Defaqto* rating from 2015-2018.

Citywire Wealth Manager, Investment Performance Awards 2017 Winner - Best Overall Large Firm

Citywealth Magic Circle Awards 2017 Winner - Best Private Wealth Manager

 

*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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