Your strategic investment partner
Managed Portfolio Services
Built with you or for you, our managed portfolio service aims to support your clients’ goals at every stage of their investment journey. From growth, to consolidation, to income we build solutions focused on client outcomes.
Five key benefits for you and your clients
We offer a choice of cost-effective, actively-managed portfolios designed to meet a range of objectives across multiple risk profiles.
Scalable support for adviser needs
Helping you with Centralised Investment Propositions (CIPs), Centralised Retirement Propositions (CRPs), suitability, and regulatory requirements as your business evolves.
Style and cost options
From cost-effective passive portfolios to blended strategies and fully bespoke solutions.
Tailored solutions
Portfolios designed with you to meet diverse investor objectives and outcomes.
Global diversification without constraints
Broad access to opportunities across regions, sectors and asset classes.
Active asset allocation and risk management
Dynamic strategies to navigate market shifts.
We listen first, build later
We offer a suite of models and tailored solutions designed to deliver real outcomes for your clients’ life goals and scenarios.
Our built for you managed portfolios
Our MPS ranges are available through popular adviser platforms, with low or no minimum investment levels so suit clients with large or small sums to invest.
Managed Portfolio Service
Dynamic Passive Portfolios
For clients who want an actively managed but low cost investment portfolio.
Managed Portfolio Service
Blended Portfolios
For clients who want the optimum mixture of both lower cost and active management.
Managed Portfolio Service
Multi Manager Portfolios
For clients needing a flexible and high quality actively managed portfolio accessing leading fund managers.
Managed Portfolio Service
Responsible Portfolios
For clients who want investments with enhanced environmental, social and governance characteristics.
Benefits of our Managed Portfolio Service
Our chief investment office unites asset management, research and governance in a seamless resource applying a robust investment process to portfolios on behalf of you and your clients. Designed to be scalable and efficient.
Focused on client outcomes
Portfolios are designed to deliver against client goals, with a focus on generating returns in excess of inflation.
Active portfolio management
We are agile but cost aware in our asset allocation decisions.
Diversified asset allocation
We are unconstrained across asset classes, geography, and size.
Risk and return balance
We have an unwavering focus on risk-adjusted returns.
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:
- How our strategic asset allocation is the foundation of long-term success.
- How dynamic alignment adds value in changing situations.
- How flexible implementation turns strategy into results.
If you have any questions, request a call back and we'll help arrange a call or meeting with your local Intermediary Sales Team contact.
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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)