A platform-based Model Portfolio Service (MPS) focused on generating the best client and adviser outcomes possible – a premium level service designed to deliver consistent outperformance at an attractive price point.

Our aim is to manage risk constrained Model Portfolios on behalf of financial advisers and other intermediaries, to create the best possible outcomes for them and their clients. These investment solutions are designed to be offered via your ongoing advisory agency, acting as an agent to determine suitability for your client. In this way, you retain complete ownership of the client, with no contact from us – unless specifically requested.

Models are available on a wide selection of platforms (UK) and selected platforms internationally, for more information please contact our sister company: