Financial Advisers

Multi-Asset Services

We work in partnership with you, aligning with your business to find the best solution for you and your clients.

Our services

One home for multi-asset

We offer a range of multi-asset services to suit different client requirements.

Download overview

Managed Portfolio Service1

Our Managed Portfolio Service provides your clients with cost-effective, tax-efficient access to multi-asset and discretionary portfolios suitable for a range of objectives and risk profiles.

Multi-Asset Funds2

The multi-asset funds are a distilled version of our best ideas when compared with MPS and will maintain a relatively focussed portfolio with a high degree of flexibility. They are intended for investors for whom a single Fund structure is more appropriate or preferred to the MPS structure.

Bespoke Portfolios3

Our bespoke portfolios are designed for your clients that require a tailored approach to the construction and management of their portfolio. We also have in-house specialist teams for offshore and US clients.

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

We are risk rated by Defaqto, Dynamic Planner, Evalue, Oxford Risk and Synaptic Risk.
3.

Risk rated

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.
4.

Proven track record

Our award-winning multi-asset team are long term investors with a proven track record of managing portfolios
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Our investment approach

Find out more about W1M's approach to multi-asset investing.

Go to Investment & Funds
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