Managed Portfolio Service
Our Managed Portfolio Service (MPS) is a discretionary management service. This service is available to investors with £20,000 or more to invest and is only available through professional advisers.
Our MPS provides a choice of five actively managed, risk-rated, diversified portfolios that are aligned to your risk profile. Each portfolio invests in a wide range of investments (Unit Trusts, OEICs, Investment Trusts, Exchange Traded Funds, Structured Products and Cash) to ensure a spread of risk across the full range of asset classes.
Our MPS is managed by a dedicated team of experienced investment managers, researchers and client services personnel whose aim is to meet the investment objectives and service needs of each client. This team is augmented by our extensive internal resources and governance committees.
As an investor you may have other assets such as pensions, ISAs, onshore and offshore bonds, individual and unit trust holdings. All these can be consolidated into one managed portfolio to simplify administration.
Our MPS service can be managed within offshore bonds and SIPPs. For more information on our MPS, please contact your professional adviser.
Risk Statement
Investment means that your capital is at risk and that there is no certainty that you will receive your capital back or that a positive return on your investment will be made.
Past performance is no guide to future performance.
There is no guarantee that the tax efficient nature of any investment will remain.
Investment may not be suitable for everybody and potential investors should take their own independent advice
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