Investors hold the assets directly, so they receive dividends and tax benefits attributed only to their portfolio.
We include direct shares in the portfolios to increase diversification and reduce cost to investors.
Professional analysts decide which markets to invest in, what underlying assets to buy and sell and whether to rebalance the portfolio.
One size does not fit all. Some financial planning groups have specific needs that are not being met by an off-the-shelf solution. Our Bespoke Portfolios are unique solutions that feel exactly right for your clients’ personal preferences.learn more
We review the markets regularly and take a forward-looking view of where they are heading. We interview managers, keep up to date with market information and assess risks and opportunities. This can sometimes mean we make decisions that are at odds with the rest of the market.Learn more
We believe the price you pay for an investment – its value – really matters. Our valuation approach ensures that our investors are suitably rewarded for the risks they are undertaking.Learn more
You are trusting us to invest your money prudently. So we want you to understand how we do it. Details about your portfolios can be easily obtained on our portal, at any time.Learn more
A Managed Account structure allows us to make dynamic changes to the portfolios so investors can benefit from market movements and are protected from risk. Our tailored portal allows you to look inside the portfolios in real time. Advisers and their investors can log into our tailored interface and explore the inner workings – and our investment updates – whenever it suits.learn more
Contact our team to discover how managed accounts make it easy to provide a sophisticated investment solution with reliable results.
Every week we provide an update on the markets and other relevant industry news. Subscribe to our weekly podcast or take a look at our blog which is regularly updated.
Do you want to get an insight into topical investment issues – updates on specific international markets, the latest on socially responsible investing or technology changes effecting the industry? Download our educational brochures for deeper insights.