Portfolios tailored to your clients’ needs
Investment strategies to meet your clients’ objectives
A dedicated partner for your clients’ investments
Your solution team works alongside you to establish your clients’ needs and create tailored strategies, allowing you to continue focusing on planning for your clients’ future. This enables your clients to access:
- A high-conviction thematic approach based on the powerful trends that shape sustainable growth
- Established multi-asset investment expertise for sustainable outcomes
- Transparency and award-winning investment reporting
Alternatively, you can access our model portfolio service for multi-asset solutions.View model portfoliosView responsible model portfolios
What we offer
For all portfolios we invest in a diversified manner, allowing for active tactical asset allocation with agreed parameters. Our investment process is genuinely global, aiming to diversify away from the concentrated UK stock market. We have one of the longest track records of multi-asset investing in the UK, having launched our first multi-asset fund in 1988.
Environmental, social and governance (ESG) analysis is embedded within our investment process, meaning that every stock we invest in is assessed for its ESG impact.
A key element of our service is our award-winning client reporting, which is renowned for being innovative, transparent and concise.
Contact our professional investors team
Not what you're looking for?
We can provide a range of investment options to suit your clients and your business models.