Model Portfolio Services
You retain control
You can outsource investment management to us while retaining custody of your clients’ assets on your chosen platform or ‘wrap.’ You also retain control of the relationship with your clients.
You can have confidence in our risk-ratings
Our Model Portfolios are independently rated by Dynamic Planner, Synaptic Risk and Defaqto to assist you with risk-mapping and ensure the suitability of your clients’ investments.
You can access our research and investment processes
Managing your clients’ portfolios via our Model Portfolio Services is a cost-effective way to benefit from our robust research and investment processes. You can access our team at any time.
You can find out more about our Model Portfolio Services below.
Get in touch
Business Development Manager