Managed Portfolio Services

Some clients seek a discretionary investment service that is actively managed, tax-efficient, and aligned with their financial objectives, but without the need for a fully bespoke solution. Our Managed Portfolio Services have been developed to cater specifically to this requirement.

We offer a range of pre-constructed investment strategies with no minimum investment threshold. Each strategy is designed to meet defined risk and return objectives, offers flexible tax wrapper compatibility, and is supported by our team of dedicated portfolio managers who provide proactive assistance throughout.

Our Managed service is a popular choice among financial advisers seeking to implement centralised investment or retirement solutions, or for those who wish to ensure a consistent investment approach across a broad client base. These strategies are underpinned by the same rigorous investment process as our Bespoke Portfolio Management Service, helping you to deliver dependable, long-term results for your clients with confidence.

• Diversified asset allocation
  Our portfolios are constructed using a wide range of globally diversified assets, which we anticipate will deliver positive, inflation-adjusted returns over the longer term. Asset allocations and underlying holdings are regularly reviewed and adjusted to reflect evolving global economic conditions and the broader investment landscape.

• Dynamic portfolio management
  Through in-depth analysis of investment instruments, we manage our portfolios with the aim of achieving optimal returns in line with the agreed risk parameters. Maintaining an appropriate balance across asset classes is central to our multi-asset investment approach and underpins the way we construct and manage portfolios.

• Investing in expertise
  In addition to ongoing investment in systems and robust risk oversight, our portfolio managers employ a qualitative approach that includes numerous face-to-face meetings each year with specialist fund managers and company executives.

For further information about our approach to investment, including our philosophy and process, please click here.

Our three ranges of model portfolios:

A range models which, while investing internationally, have a bias towards our home UK market.

Portfolios which are truly global in nature, taking advantage of investment opportunities and trends from right across the world.

A series of low-cost portfolios of primarily passive investments, managed under a rigorous asset allocation and risk management framework.

ALPHA: r2 Models

Global Models

Horizon Models