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.
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.
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.
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.
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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.
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Risk rated
We are risk rated by Defaqto, Dynamic Planner, Evalue, Oxford Risk and Synaptic Risk.
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Proven track record
Our award-winning multi-asset team are long term investors with a proven track record of managing portfolios
Our investment approach
Find out more about W1M's approach to multi-asset investing.
