Whilst we can provide model-based portfolios, a multi-asset fund of funds or a fully tailored discretionary service through our in-house platform, some of our services are also available on third-party platforms.
In the UK, our Managed Portfolio Service, ESG Portfolio Service, Inheritance Tax (IHT) Portfolio Service, Fixed Interest Portfolio Service, and three sterling multi-asset funds of funds are also available through third-party platforms.
Through these platforms, we can offer your clients access to a wide range of asset classes, from emerging markets to cash, using both passive and active investments.
Key platforms available for our UK services
Here are some of the core platforms used by our advisers.
We are dedicated to offering you the support and access you need, so if you are interested in a platform not listed below, please get in touch with us. We may already have it available, and if not, we will do our best to find a solution.
Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.
Our portfolios are designed to work over a typical investment cycle of 7-10 years, so we recommend you stay invested for at least seven years.
The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.
Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.
Investment involves risk and is not suitable for everyone.