Your investment solutions partner
Helping UK advisers transform their investment proposition & enhance business value
How we can help
We can support Financial Advisers with the analytical resource and experience to provide actionable insights and ideas, together with the tools and they need to review, enhance, govern and report on multi-asset model portfolios to power your Centralised Investment Proposition and Centralised Retirement Proposition.
What we can offer
We provide the following services to Financial Advisers:
Research
We provide detailed portfolio research, analytics and insights to assist financial advisers evaluate their models and consider asset allocation and fund selection options.
Managed Portfolios
We work with a range of Discretionary Investment Managers who offer a managed portfolio service using our research.
Our Portfolios
We offer "off the shelf" research portfolios for you to monitor, track or adapt.
Custom Portfolios
We help you design, build and manage the portfolio ranges you want for your clients, in the format you need them.
Our Funds
We can offer a unique share class to DFMs accessing our "off the shelf" multi-asset strategies.
Custom Funds
We can work with you to create the funds you need on a turnkey basis to deliver unitised portfolios, custom strategies, & targeted access to required exposures.
CPD
Structured accredited CPD on investment and business practice related topics.
Events
Research and CPD webinars for advisers
Research
We provide detailed portfolio research, analytics and insights to assist financial advisers evaluate their models and consider asset allocation and fund selection options.
Managed Portfolios
We work with a range of Discretionary Investment Managers who offer a managed portfolio service using our research.
Our Portfolios
We offer "off the shelf" research portfolios for you to monitor, track or adapt.
Custom Portfolios
We help you design, build and manage the portfolio ranges you want for your clients, in the format you need them.
Our Funds
We can offer a unique share class to DFMs accessing our "off the shelf" multi-asset strategies.
Custom Funds
We can work with you to create the funds you need on a turnkey basis to deliver unitised portfolios, custom strategies, & targeted access to required exposures.
CPD
Structured accredited CPD on investment and business practice related topics.
Events
Research and CPD webinars for advisers
Case Studies
From September 2020, we started working with financial advisers and currently provide research, analytics and insights for proposition support and/or investment committee support to approximately 60 financial adviser firms in the UK.
From 2012 to June 2020 we worked exclusively for providers and were restricted from working directly with financial advisers.
From 2012 to June 2020 we worked exclusively for providers and were restricted from working directly with financial advisers.
What next
To book an initial free-of-charge consultation (subject to eligibility criteria) to understand your requirements, please complete the Enquiry form below.