We can offer a range of complete investment solutions (the ‘Managed Solutions’), whereby our experienced portfolio managers take care of both fund selection and asset allocation on your behalf. This enables you to spend more time on your financial planning needs.
Alternatively, we provide an in-depth fund research service, selecting leading investment specialists in every major asset class (the ‘Sector Solutions’), which you and your financial adviser can use to build your own portfolio. This allows you to manage the asset allocation while outsourcing manager research to us.
For investors who would prefer a broader choice of investments, our Self-Select range gives you access to hundreds of funds from leading fund groups. The range is continually enhanced to ensure it provides plenty of choice.