Working in partnership with Financial Advisers
We partner with financial advisers and their clients, working closely to deliver consistent, high-quality client outcomes.
With a strong presence across the UK, including Scotland and Wales, our regional Business Development Managers are on the ground to provide local support, insight and partnership wherever you are.
We offer a range of solutions to support a variety of circumstances and objectives, including:
- Managed Portfolio Service
- Multi-Asset funds
- Bespoke portfolios
What we do
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.
Service for Advisers
We offer a range of services to suit different client requirements, including a Managed Portfolio Service, Multi-Asset funds and bespoke portfolios.
US Compliant Portfolios
Discover our specialist service to provide portfolios that are designed to be tax-efficient from both a UK and US perspective.
Multi-Asset Services
Why W1M
1.
Single investment process
Our centralised investment team spans all of our multi-asset services, providing recommendations to all our portfolio and fund managers. This ensures a common approach whether your client is invested in our MPS, funds or a bespoke portfolio.
2.
Dedicated contact
For clients with more complex requirements, our Bespoke Portfolios offer fully tailored investment strategies, including multi-currency options and specialist services for charities and US-connected individuals.
3.
Risk rated
We are risk rated by Defaqto, Dynamic Planner, Evalue, Oxford Risk and Synaptic Risk.
4.
Proven track record
Our award-winning multi-asset team are long term investors with a proven track record of managing portfolios
Resources
Supporting you
Financial Advisers
Meet the team
Speak to a member of the W1M team
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