Partnerships

We work to earn the right to partner with professional advisers by supporting them across three key areas

Centralised Investment
Propositions

Performance-focused model portfolio services constructed around your risk profiles, time frames and convictions.

Bespoke Investment
Management

Portfolios tailored to the individual needs of your larger clients, aligned with your advice philosophy.

Growth
Support

Proven strategies designed to accelerate growth, embed value and reach your longer-term objectives more efficiently.

Our Three Pillars

1Your Clients

  • Historical experience
  • Demographics
  • Attitude to risk
  • Communication needs
  • Service experience
  • Portfolio sizes and existing costs
  • Shape of current portfolios

2Your Business

  • Service proposition
  • Charging proposition
  • Pricing structure
  • Chosen risk profiler
  • Chosen platforms
  • Chosen CRM and management approach
  • Distinctives
  • Plans for the future

3 Your Advice Philosophy

  • Attitude to paying for active management
  • Investment time horizons
  • Views on diversification and instruments

Your Journey With Us

DETERMINE
  • Led by your advice philosophy, informed by your client’s needs and taking into account your target price point, we work together to identify the most appropriate : risk profiles, platforms, investment mandates and committee structure.
COMMUNICATE
  • We ensure we have achieved full alignment and confirm we have fully understood your needs.
OPTIMISE
  • Our investment team work to optimise your asset allocation, ensuring the required flexibility of the risk profiler and platforms are built in. Your portfolios are fully constructed and your expected returns are agreed. At this stage we also ensure we have a robust communication and migration strategy in place.
LAUNCH
  • With your portfolios fully constructed, your investment committee meeting takes place and all key client communications are handed over, ready for launch.
EVALUATE
  • We work closely with you on an ongoing basis, consistently evaluating and reporting on the effectiveness of your investment mandate and your client communications approach. We assess both immediate impact and long term benefits in order to ensure that the contribution to your business plan is effective.