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.

Model Portfolio Service

We have been at the forefront of the development of risk-based Model Portfolios for clients of Financial Advisers, working in partnership with many of the leading adviser platforms since 2010.

Sustainable World Balanced Model Portfolio Service

The Hawksmoor Sustainable World Balanced Model Portfolio provides investors with the means to reflect and promote their commitment to sustainability issues through their investment choices, and is an ideal solution for financial advisers who wish to respond to this demand.

Get in touch

Jill Gill

Adviser Relationships Manager

Exeter Office

Tel: 01392 410180

Email Jill

Paul Jordan

Business Development Manager

London Office

Tel: 020 3948 4920

Email Paul

Trevor Cant

Business Development Manager

Taunton Office, Exeter Office

Tel: 07468 697900

Email Trevor

Chris McNulty

Investment Manager

Dorchester Office

Tel: 01305 236 000

Email Chris

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