Model Portfolio Service 

 
Our risk-tiered model portfolios offer diverse options that align with each of your clients' specific financial goals

 

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Leverage our Model Portfolios to Meet Your Clients' Goals 

 

In the ever-evolving landscape of financial advice, we understand the challenges of delivering personalised service and ensuring compliance while aiming for scalable growth. Our dedicated model portfolios are meticulously designed to give financial advisers efficiency and consistency while empowering you to nurture invaluable client relationships

 

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Discretionary Powers

Risk
Expertise
 
We've run our own risk profiler for over 10 years, so we know how to accurately map intent into action with an established track record of delivering consistent outcomes when balancing risk and return
Discretionary Powers
 
Customised
Scalability
 
Our pre-constructed portfolios are designed to meet specific risk profiles and investment goals, allowing you to manage a larger number of clients without compromising alignment to individual goals 

Discretionary Powers

Independent 
Expertise
 
Our investment team has 151 years of combined industry experience and includes 3 CAIAs, 10 CFAs, 2 Engineers, and 1 Actuary. We also aren't tied to any other financial services provider   

Discretionary Powers

Regulatory
Constraints
 
All our model portfolios are designed to comply with regulatory requirements like PROD, MiFID-II and Consumer Duty, and to ensure that your clients' investments align with their risk tolerances   
Risk
Mapped
Portfolios
 
Our risk-mapped portfolios can be accessed through multiple platforms, making them an ideal avenue to offer important servicing for your clients' investment needs 
 
 
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Easily Accessible

 
These portfolios can be accessed through multiple platforms, making them an ideal avenue to offer important servicing for your clients' investment needs
 
 
 
 
 

Our Track Record

 

Core Active

 
 1-May-15-2024-09-31-13-7778-AM2-May-15-2024-09-31-52-3683-AM3-May-15-2024-09-32-08-9691-AM4-May-15-2024-09-32-23-5512-AM5-May-15-2024-09-32-38-6911-AM6-May-15-2024-09-32-53-1874-AM7-May-15-2024-09-33-02-0501-AM
 

Core Hybrid

 

1-May-15-2024-09-51-03-0663-AM2-May-15-2024-09-51-13-3100-AM3-May-15-2024-09-51-26-4720-AM4-May-15-2024-09-51-37-1746-AM5-May-15-2024-09-51-45-4537-AM6-May-15-2024-09-51-54-9159-AM7-May-15-2024-09-52-02-9431-AM

Core Passive

 

1-May-15-2024-09-43-46-6681-AM2-May-15-2024-09-43-58-2637-AM3-May-15-2024-09-44-08-9353-AM4-May-15-2024-09-44-17-6773-AM5-May-15-2024-09-44-33-8833-AM6-May-15-2024-09-44-48-5573-AM7-May-15-2024-09-44-56-3594-AM

 

       
 
 
 
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