Our Managed Portfolios are available through popular adviser platforms, with low or no minimum investment levels so suit clients with large or small sums to invest.
For clients who want an actively managed but low cost investment portfolio.
For clients who want the optimum mixture of both lower cost and active management.
For clients needing a flexible and high quality actively managed portfolio accessing leading fund managers.
For clients who want investments with enhanced environmental, social and governance characteristics.
All our Managed Portfolios draw on the firm’s investment resources and processes and offer a total return approach for your clients seeking real growth.
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.
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:
If you have any questions, request a call back and we'll help arrange a call or meeting with your local Intermediary Sales 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)