Our multi-asset and single-strategy investment solutions are designed to help you meet your clients’ objectives. We build solutions to match individual risk profiles, income or growth requirements and investment timeframes.
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Our multi-asset investment solutions invest in a wide range of investment vehicles and asset classes in order to meet your clients’ objectives and risk profile.
We understand that no two investors are the same. Whether you want to invest £1,000 or £1,000,000, our solutions are designed to cater for your individual requirements.
International Bespoke Portfolio Service
Through our International Bespoke Portfolio Service (International BPS), clients can access an individual portfolio that is constructed to their personal requirements, reflecting their investment objectives, tax status and risk appetite. The International BPS is available in sterling, euros and US dollars and is available for those with £500,000 or more to invest, or currency equivalent. Alternative currency options are available on request.
International Managed Portfolio Service
The International Managed Portfolio Service (International MPS) provides a choice of six actively managed portfolios, which include a range of investments that are suitable for a particular strategy.
It invests in vehicles such as offshore funds, open-ended investment companies (OEICs) and exchange-traded funds, across all asset classes, to create diversified portfolios that meet its risk criteria.
The service is open to investors with £25,000 or more to invest and is also available in euros and US dollars for €25,000 and $25,000.
Investors can gain access to our discretionary management expertise and proven investment process for as little as £1,000 through our four risk-rated Multi-Asset Funds. These funds are available in euros, US dollars and Singapore dollars for €1,000, $1,000 or S$1,000.
Our single-strategy investment solutions invest directly in traditional asset classes, such as bonds and equities, in order to meet key outcomes such as income generation or long-term capital growth.
Corporate Bond Strategy
Our Corporate Bond Strategy invests in a diversified portfolio of investment grade bonds to provide a balance of income, security and liquidity.
This strategy may suit investors looking for regular income, such as those thinking about retirement. However, we can also reinvest your income if you are looking to grow your portfolio.
The strategy is available to investors with at least £500,000 to invest. It is available in euros and US dollars.
Direct Equity Strategy
Our Direct Equity Strategy is structured to provide capital appreciation and income growth through direct investment in high-quality stocks. The strategy is available to investors with at least £250,000 to invest.