Working with Financial Advisers

Tailored Discretionary Management Service

Built to deliver consistent outcomes, our service provides clients with portfolios constructed in line with central views on asset allocation and stock selection, whilst also accommodating certain client-specific requirements.

Request a call back How we work with you

Benefits of our Tailored Discretionary Management Service

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.

Why Tailored Discretionary Management could be ideal for your client

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.

You don’t have the time to manage client's investments

By delegating responsibility, you can take advantage of our investment expertise, track record and insights – so you will have more time to focus on managing your client's holistic wealth plan.

You don't have the expertise to manage investments

You and your clients can enjoy the peace of mind that comes with knowing their investments are being continuously monitored and adjusted by experienced investment professionals.

You are looking for a centralised approach

We build and manage total return portfolios that offer a centralised view of asset allocation and stock selection, drawing on the combined expertise of our Asset Management and Research teams.

Your have some client-specific requirements

We can help manage your client's drawdown and income requirements, as well as support you with efficient tax management, such as ISA subscriptions and CGT harvesting.

Our central investment process

We understand the challenges that face financial advisers and are committed to providing the investment support you need. Our job is to manage the money to the mandate agreed between you and your client.

Watch the video

To give you clarity and confidence in our decision-making with your clients' investments, let us introduce you to our Centralised Investment Process and the investment principles that guide it. This video will cover:

  • Strategic asset allocation
  • How dynamic alignment works for your client
  • The process behind how we implement investment decisions

If you have any questions, request a call back and we'll help arrange a call or meeting with your local Intermediary Sales contact.

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What can you expect?

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:

Don't just take our word for it

Request a call back

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)

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