Our discretionary and managed model portfolios put the adviser in control of their own team of discretionary management experts, all working to a clear mandate under the control of the adviser and their clients.
What we offer:
We put the adviser in control of the client relationship, help to ensure the suitability of portfolios and reduce the cost of discretionary management.
Our unique discretionary service, providing access to five leading portfolio managers working for you, to strict asset allocation and risk mandates.
A range of risk managed, managed model portfolios available for advisers to use on multiple platforms.