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Founded in 2008, we have one aim:

to provide innovative investment solutions to financial advisers and planners.

 

Our first product was the Portfolio Management Service (PMS).

It remains a popular outsourced investment solution and has grown to administer over £850 million (May 2017). In response to adviser demand, we then launched our Open-Ended Investment Company (OEIC). At every stage of our growth we’ve had the needs of advisers, planners and their clients at the forefront of our mind.

 

Our unique white-labelled investment proposition, and quarterly client review service, sets us apart from our peers. The same investment philosophy runs through all our propositions, and our team led approach, coupled with our independence, leads to better investment decisions for the benefit of you and your clients.

 

Unlike similar businesses, we only deal with professional financial advisers.

We firmly believe clients benefit from financial advice when making long term investment decisions, and therefore we don’t deal directly with retail investors.

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