Financial Advisers
Our partnership with financial advisers is based on a clear understanding that our role is to provide expert support to you, first and foremost, to ensure that you can spend time focused on your clients.
Working in partnership
To meet your business needs, and the financial objectives of your clients, we bring together the best people in investment management to form one team that is resolutely focused on you.
A range of solutions
Our award-winning solutions are designed to support a variety of circumstances and objectives, helping advisers deliver tailored investment solutions with confidence. We also provide resources, technology and reporting to minimise your administration and maximise positive outcomes for your clients.
Managed Portfolio Services
Multi-Asset Funds
Bespoke Portfolios
MPS factsheets and reports1
Access the latest MPS factsheets, reports and guides on our services for you and your clients.
MPS look-through tool2
This tool allows financial planners to create personalised MPS factsheets for proposals or to help support client reviews.
DFM due diligence support3
We provide a suggested framework to support your due diligence process, as well as an ESG pack providing information on our approach to responsible investment.
