Our Managed Portfolio Service is designed exclusively for the financial adviser marketplace as a solution that provides valuable support to Financial Advisors in managing their client base . It offers a range of managed portfolios selected by our in-house, expert research team with a proven track record of providing strategic focus, financial advisor support, robust risk management and diversification.

Rather than launch on every platform, our preference is to work with you, the adviser, on creating portfolios that meet your clients’ needs. This may include replication of their current holdings in full or in part to allow for more strategic and dynamic changes going forward.

The portfolios are tactically adjusted each quarter (or more frequently as required) to reflect our internal Asset Allocation Committee’s view on the most appropriate mix of assets to hold for a given investment objective and key changes in the market.

The Managed Portfolio Service can invest in a number of asset classes including equities, bonds and both passive and active managed investment funds,  with the objective of maximising long-term returns in as cost effective way as possible.

Our portfolios are standardised to five risk levels, risk mapped to providers such as Defaqto, Dynamic Planner, EV, FinaMetrica and Oxford Risk to help you translate our risk levels to your chosen risk profiler.

For Financial Advisors: Please see our brochure for further details or contact us for further information.

Non-Financial Advisors: Please speak to your financial advisor as this service is only available through them.