INVESTOR TYPE Online Portfolio
Contact Offices

x

Managed Portfolio Service

We offer our MPS service to individuals wishing to invest more than £25,000

Our Managed Portfolio Service (MPS) is a straightforward, cost-effective way of enabling you to benefit from our investment expertise, process and resources, with the aim of preserving or growing your wealth. 

MPS provides you with a range of investment strategies to choose from, each actively managed and designed to deliver a different investment objective. Our strategies invest exclusively in collective investments (“funds”), ensuring diversified access to global investment markets irrespective of your portfolio size.

Choosing a strategy

By working with you, your investment goals, risk tolerance and attitude will be agreed upon at outset. This discussion will focus on balancing your need to maintain or grow your wealth with your appetite for risk and ability to withstand investment losses.

Based on this information, one of our seven MPS strategies will be selected and your individual investment portfolio will be aligned to the selected strategy's current positioning. Our strategies range from Cautious (lower risk and invested predominantly in fixed interest funds) to Global Growth (higher risk and invested predominantly in international equity funds).

Read more

Analysis

Our in-house research team is extremely well resourced and experienced. We carry out detailed analysis of any funds that we invest in. Our analysts conduct face-to-face meetings with fund managers and in depth performance analysis and due diligence in order to select funds for a client’s portfolio. Out of over 17,000 funds within our investment universe, this process results in us choosing our top 320 funds for inclusion within a client’s portfolio. Once selected, we monitor each fund on a regular basis to make sure it consistently performs the way we were expecting. 

Experience

You can benefit from our experience of managing this service since 2001, significantly longer than most firms offering a similar service. Defaqto has recognised the quality of our service by awarding us the maximum 5* Rating for Managed Portfolio Services in each of the last five years.

Flexibility

You will be able to switch seamlessly between strategies, without charge, if your circumstances or risk appetite should change.

Accessibility

You will have direct access to our investment managers whenever you need support. With a network of 12 regional offices located across the UK you are never far away from expert investment assistance.

Our offices

Share your goals with us

Come and see us so we can start working to get you closer to your personal financial goals

Award-winning Investment Director

Winner, Wealth Manager of the Year– City of London Wealth Management Awards 2017

Gold Rating, Diary of a Fund Manager - Portfolio Adviser Wealth Manager Awards 2017

Winner, Outstanding Achievement - City of London Wealth Management Awards 2016