We provide an in-depth fund research service, selecting leading investment specialists in every major asset class, which you can use to build bespoke client portfolios. This allows you to manage the asset allocation while outsourcing manager research to us.
This allows you to retain full control over your clients’ portfolios, giving you access to hundreds of funds from leading fund groups. The range is continually enhanced to ensure it provides plenty of choice.
Depending on the product you select for your client, there may be some investment restrictions based on MAS requirements. Please refer to the product literature for more information.