Your clients’ investment needs covered
Our investment solutions are designed to help you find the right balance between dedicating enough time to your clients and actively managing their portfolios to meet their expectations. We offer you two approaches to investing:
Designed for you (GlobalSelect)
Choose between our Multi-Asset Compass Portfolio and Researched Funds.
SelfSelect and Open Architecture funds.
Choosing the right solution
The key to selecting an investment solution that best meets the needs of your clients is in conducting a robust and thorough fact find. Which type of investment solution is suitable will depend on a number of factors, such as your client’s:
- investment needs
- amount to invest
- investment knowledge and confidence.
Learn more about how to approach investing.