For Financial Advisers
Your investment solutions partner
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 can provide asset allocation & fund selection (active, passive, ESG & ETF) research services to help financial advisers design, build and govern their model portfolios to assist their compliance with PROD requirements.
CPD
Structured accredited CPD on investment and business practice related topics.
Events
Research and CPD webinars for advisers
Analytics
We provide detailed portfolio 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.
Case Study
We developed the default investment strategies for workplace pension schemes promoted by Lighthouse Group and Fairstone.
What next
To book an initial free-of-charge consultation (subject to eligibility criteria) to understand your requirements, please complete the Enquiry form below.
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 can provide asset allocation & fund selection (active, passive, ESG & ETF) research services to help financial advisers design, build and govern their model portfolios to assist their compliance with PROD requirements.
CPD
Structured accredited CPD on investment and business practice related topics.
Events
Research and CPD webinars for advisers
Analytics
We provide detailed portfolio 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.
Case Study
We developed the default investment strategies for workplace pension schemes promoted by Lighthouse Group and Fairstone.
What next
To book an initial free-of-charge consultation (subject to eligibility criteria) to understand your requirements, please complete the Enquiry form below.