While the Passive, Hybrid and Global ESG Themes model portfolios may be a great solution, they may not completely align with your investment beliefs or advice processes. By creating a Bespoke range of models you can have greater input to ensure your investment solution is tailored to meet your key client segment needs and fits with your advice process. Our discretionary permissions mean we can manage, rebalance and switch the portfolios to the agreed mandate for you, taking care of the administrative burden.
Bespoke ranges are tailored to the adviser's key client segment using either passive, active or blended funds.
The value of any investment can go down as well as up, so your customer might not get back the amount they put in.
A range of six actively managed multi-asset portfolios with ESG objectives.
A range of five risk-managed portfolios invested in a blend of active and passive funds.
A range of five risk-managed portfolios, predominately invested in passive funds.
Our library of support material gives you easy access to a suite of helpful items including fact sheets, guides, risk mapping, performance and investment outlooks.
Our model portfolio service can help advisers provide their clients with a cost effective way to invest while benefiting from active management, diversification and a wide range of ESG outcomes.
Explore the latest disclosure and regulatory information around how to complain, inducements, conflict of interest, capital requirements and the UK Stewardship Code.