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Investment management

Model Portfolio
Service.

We have been successfully managing volatility and risk adjusted model portfolios for Financial Planners on platforms since June 2010. This discretionary managed service allows you to outsource your investment management whilst still retaining client ownership.

The benefits of our  service include:

  • Cost-effective, active and passive solutions
  • Ease of switching from one risk graded portfolio to another
  • The client has their own portfolio, rather than a ‘pooled’ fund. This means if part of the portfolio needs to be changed it can be done easily without impacting the rest of the portfolio
  • Ten risk graded models which move from ‘Cautious’ to ‘Equity Aggressive’, as well as two dedicated ‘Income’ portfolios
  • Personalised valuations for your clients which include transactions and income as well as access to online reporting for each platform
  • Research conducted by Brown Shipley analysts
  • Easy Capital Gains reporting

 

Range of platforms.

Our risk rated three to eight and the two income Model Portfolios have attained risk profile ratings from Distribution Technology.

We recognise the need to provide Financial Planners with a range of platforms to access this service so we have partnered with some of the UK’s award winning platforms, listed below.

Ascentric
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Standard Life
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Transact
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