We take a global, active and direct approach to investing across equities, fixed income and alternative asset classes. We believe in active management and that the best risk management technique is knowing and understanding what you own.
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
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.
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.
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
Get in touch
Speak to a member of the W1M team
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