We work for you so that you can work better for your clients, by providing a wide range of investment services to support you to be able to focus on what you do best - managing your client's holistic financial plan.
Choose from our wide range of investment solutions to suit your client's investment objective and risk appetite.
For your client's who are looking to invest directly through an Open Ended Investment Company (OEIC), seeking seeking a broad-based investment approach with a defined level of risk.
By delegating us to look after your clients’ investments on your behalf, we can make sense of those markets for you and allow you to focus on your client's holistic wealth plan.
You can choose to set up either an indirect or direct relationship with us to manage your clients' investments; you will need to complete the appropriate application form on this page and return this to your local contact.
Get in touch with your local Intermediary Sales team to discuss our wide range of services and how we can work with you and your clients.
0207 739 8200 (Open Mon-Fri, 9am-5pm)