Managed Portfolio Service
Adding real value.
Our Managed Portfolio Service offers a range of six highly-diversified managed portfolios. This service provides a cost-effective way to access our investment expertise.
Our Managed Portfolio Service is available to private clients (via advisers) with assets over £50,000 to invest.
We offer the following strategies:
A strong risk-adjusted performance track record.
A clean fee structure with no commission charges.
A suitability assessment is carried out annually to ensure our clients' investments remain in line with their objectives.
Flexibility to make income withdrawals on an ad hoc, monthly, quarterly or annual basis.
Service and support.
Dedicated Managed Portfolio Service team with 24-hour digital access to our secure customer and adviser pages.
Monthly factsheets, quarterly valuations, tax packs and regular market updates.