The investment team your practice doesn’t have to build
Hand the investment management to us and take the time back for advice. Our multi-asset, multi-manager suite is built around the planning requirements advisers actually work with, so there is a solution to match every client.
An investment team, without the headcount
Time back for planning
We run the investment management, so your advisers spend their days on planning and client relationships.
Award-winning performance
Your clients access the same Wealth Builder range that won six Citywire DFM awards in four years.
A solution for every plan
A multi-asset, multi-manager suite spanning the risk spectrum, so you can match any client mandate from the range.
Governance and risk control
A formal Investment Committee sets asset allocation and allocates capital to managers, with documented risk management.
Co-branded reporting
Reporting you can put your name to. Your clients stay yours; the investment engine is ours.
Who this suits
Firms that back a strategy with a four-year Citywire record and want their advisers in front of clients rather than in front of screens. You bring the planning and the relationship; we bring the research, the Investment Committee and the mandate. We work behind the scenes and never market to your clients.
How a partnership works
Understand
We learn how your practice advises: your clients, your philosophy and your central investment proposition.
Match the mandate
We map each client’s planning requirement to a solution in the Wealth Builder range, from capital preservation to fully offshore growth.
Implement
We implement and manage across the major platforms your practice already uses.
Manage and report
Ongoing discretionary management, rebalancing and reporting, reviewed as markets and mandates evolve.