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