Our Services Model Portfolios

  • We offer both bespoke and house view MPS
  • Lower cost, higher active approach
  • Independence
  • ESG integration
  • Institutional quality research and asset allocation
  • Limited client base, some exclusivity
  • Personalised branding

This is a service offered to professional clients only and is regulated by the FCA (please see our website footers for various important policies and our regulation status). We offer both discretionary, advisory and sub-advised services to our clients as part of this service. We offer both house view and bespoke model portfolios. The bespoke model portfolios are for clients that need a tailored set of model portfolios, meaning that each model portfolio is uniquely theirs. For the house view model portfolio clients, we offer a set of model portfolios based on our best house view at that point in time.

Our service is available to a limited number of financial advisers because we see this as a hands-on proposition, with tailored reporting, integrated ESG and backed by resource-intensive manager research and institutional quality asset allocation. We have a long history of running model portfolios and have strong operational support and infrastructure. This service is largely aimed at financial advisers, charities and wealth managers and our model portfolios are available on most wrap platforms.