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

May 2025 Market digest

Market overview for May 2025, including asset class returns, US equity rebound, and tariff-related market impacts.

By Jack Richards

11 Jun 2025
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April 2025 Market digest

By Jack Richards

15 May 2025

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Q1 2025 Market digest

By Jack Richards

15 Apr 2025

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Fallout from Tariffs Continues

By Jack Richards

07 Apr 2025

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Article

Liberation Day

By Jack Richards

03 Apr 2025

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