Our Tailored Discretionary Management delivers portfolios that are aligned with client risk appetite and real-return objectives, while also accommodating certain client-specific requirements.
You will have a dedicated portfolio management team to build and manage total return portfolios that offer a centralised view of asset allocation and stock selection.
You can leverage our investment expertise, using a whole of market approach to stock selection and market-leading research capability; considering all markets, asset and fund types, with no reliance on in-house funds.
You can choose from four risk-rated portfolios aligned to Dynamic Planner risk profiles (4-7). Client outcomes are clearly defined and aligned with real-return objectives, CPI + % benchmark.
We will work with you to accommodate your client's specific decumulation or income needs and can offer efficient tax management where needed.
You will have direct access to the Portfolio Management team for investment-related queries via secure messaging with our secure client portal, in addition to arranged meetings.
We can work with you on an 'Agent as Client' or 'Reliance on Others' basis helping your clients with £200,000 investments or more.
Financial Advisers work in partnership with our Investment Managers to manage their client's investments for them for all sorts of reasons. We’re here to help your clients create a more secure financial future for themselves and their families.
There’s a lot to think about when developing and implementing your investment strategy. We’ve put together everything that’s involved into these five stages:
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)