Proposition
We offer a range of discretionarily managed, multi-asset, risk-progressive model portfolios designed to cater to a range of investment styles. This offering is available across a variety of investment styles designed to cater to individual client needs, from passive or active investment management to sustainability themed investments or direct equities.
Explore our MPS options
Bespoke service
In addition to our off-the-shelf range, we offer a bespoke MPS service designed to our client’s specific risk profile and investment mandate requirements.
The MPS range is available across multiple third-party platform providers as well as the Titan platform. To learn more about our bespoke service, please contact a member of our sales team.
Our investment process
Determine the strategic and tactical asset allocation
Step 1
Investment analysis and research
Step 2
Portfolio implementation & trade execution
Step 3
Monitoring and ongoing due diligence
Step 4