Exclusive, institutional-quality MPS

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

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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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Featured

August 2025 Market Digest

Market overview for August 2025, including small positive returns for equities and market commentary to cover the year to 30 June 2025.

By Jack Richards

08 Sep 2025
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Article

SDR - the latest developments and what they mean for advisers

By William Marshall

17 Sep 2025

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Article

July 2025 Market digest

By Jack Richards

08 Aug 2025

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Article

Q2 2025 Market digest

By Daniel Kowalewicz

10 Jul 2025

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Article

HRIS' equity & bond exposures: Key takeaways for advisers

By Daniel Kowalewicz

07 Jul 2025

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