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.

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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.

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 by telephone, email or via secure messaging on our secure client portal, in addition to arranged meetings online or in person at our London office.

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

Our investment managers collaborate closely with financial advisers to oversee clients' investments, catering to a variety of needs. Our goal is to assist your clients in building a secure financial future for themselves and their loved ones

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 would like professional management for optimal results

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.

You 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.

How does Tailored Discretionary Management work?

Tailored Discretionary Management provides clients with a cost-effective middle ground between MPS and truly bespoke investment solutions.

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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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