MODEL PORTFOLIO SERVICE

Hawksmoor has been managing model portfolios on platforms since 2009. The Model Portfolio Service offers a high-quality, low-cost investment solution and the next best thing to an in-house investment team for Financial Advisers and Planners. With a range of both Active & Passive strategies the key benefits to advisers and their clients are:

• Control: advisers can outsource investment management to Hawksmoor while retaining custody of assets on their chosen platform or ‘wrap’, facilitating holistic financial planning for their clients. They also retain control of the relationship with their clients: Hawksmoor simply manages the investments at arm’s length;
• Efficiency: advisers and their clients don’t need to follow a cumbersome advisory investment process - Hawksmoor manages the model portfolios on a discretionary basis;
• Cost-effectiveness: Hawksmoor’s annual charge for the Model Portfolio Service is just 0.3% + VAT;

• Transparency: Hawksmoor provides regular Factsheets and updates on the composition of the Model Portfolios and their performance against the usual benchmarks. Also, the advisers are able to have access to the Managers to discuss investment strategy and the positioning of the portfolios.

The six active models, each typically comprising 10-20 funds: Aggresive Growth, Balanced, Cautious, Defensive and Distribution (click here for descriptions of the objectives for each of the Model Portfolios).

The Model Portfolios are actively managed to take account of changing market conditions, using Hawksmoor’s proven commonsense investment process.

The managers of Hawksmoor’s model portfolios are Richard Scott and Daniel Lockyer, assisted by Ben Conway.

Hawksmoor has been at the forefront of the development of this service in the UK and is working in partnership with many of the leading adviser platforms.