An investment solution for every type of investor

All your investment needs covered

No two clients are the same, and never is this more true than when it comes to selecting the right investments. Some clients want lots of choice, some need ready-made portfolios and others just want all the hassle taken away. Well our investment proposition has got it all covered.

Our products are designed to offer you and your clients the freedom to invest in an extensive range of funds, helping to ensure their investment portfolio meets their needs at all times.

However, the sheer choice of funds available means selecting the most appropriate funds can be an overwhelming task. And once chosen, the job isn’t done; the funds need to be constantly monitored to ensure the client’s portfolio is on track to
deliver against their investment objectives.

We can help to simplify the complex task of selecting and monitoring funds, by delivering:

  • our Managed Solutions - packaged multi asset funds, managed by our sister company Old Mutual Global Investors
  • Researched Funds – a focused range of individual funds, carefully hand-picked by us

The funds have been hand-picked from the wide universe of funds available across the market by our investment experts. Our selected fund group partners include some of the most highly regarded global brands.

In addition to this, your clients investing via our Portfolio Bonds may wish to outsource the investment management on a discretionary basis to experts, such as Quilter Cheviot.

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