You have direct access to the Chief Investment Officers.

We review your client portfolios, provide you with recommendations to evidence how changes will leave your client in a better financial position.

We answer your client questions to support your advice to clients.

We know advice and investing.

Over 100 years of experience across institutional asset management (multi-asset and direct equity), investment advice, dealer group operations, private wealth management and strategy.

Our team members have experience implementing portfolios as separately managed accounts since 2014.

We’re experienced in dealing with investment committees and other stakeholders and can customise portfolios and investment offerings to meet the investment and governance requirements of your business.

We provide the full range of model portfolios across Conservative through to High-Growth profiles implemented efficiently through leading investment platforms.

This enables scalability, with enhanced compliance and risk management outcomes for our clients and their investors.

Our direct equity capabilities lower risk and fees, and improve performance.

As investment markets change we actively manage portfolios to seek out opportunities and reduce risk. This produces a better balance of reward to risk.

Our portfolios have delivered outperformance of key benchmarks, in a range of market conditions.

We discuss your business needs and objectives.

We analyse your current solutions to determine opportunities to improve performance and risk control.

We strengthen your capabilities should you wish to build your own managed account solution.

We provide our clients with regular (weekly) updates on our investment thinking across: markets, regions, strategy, sectors, stocks, economics and politics.

Our investment process is transparent, and our clients have access to all the tools we use to analyse markets and investments.

All fee rebates negotiated with fund managers are paid to investors.

Our interests are aligned with your client needs, not with a vertically integrated conglomerate.

Our portfolios contain the investments that best suit the needs of investors, rather than being dominated by in-house products.