Exclusive, institutional-quality MPS

Delivering robust and differentiated investment propositions for a select number of advice firms.

Q2 2025 Market digest
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What do we offer

We are discretionary fund manager (DFM) specialising in providing model portfolio services (MPS) to UK financial advice firms.

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Our aim

Our aim is to bring a higher standard of service, institutional rigour, operational resilience and ultimately better investment outcomes to the UK advised retail market.

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Q2 2025 Market digest

June highlights including President Trump’s tariff announcements, doubts over governments’ abilities to manage increasing debt burdens exacerbated bond market volatility.

By Daniel Kowalewicz

10 Jul 2025