Exclusive, institutional-quality MPS

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

Scroll to discover

What do we offer

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

Ferris wheel up close with purple neon lights on it.

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.

Find out more
Blue Ferris wheel

Featured

Q3 Market Digest 2024

Market overview for Q3 2024, including an update on asset class returns, the equity market, and interest rates.

By Daniel Kowalewicz

10 Oct 2024
HRIS Web Image07

Article

October Market Digest 2024

By Jack Richards

15 Nov 2024

Blue, red, yellow and green paper boats in dark water.

Article

The US comes up Trump

By Kameel Kapitan

07 Nov 2024

Purple neon sign of a smiley face in a black background.

Article

Labour’s Budget: Trick or Treat?

By Jack Richards

01 Nov 2024

Ferris wheel up close with purple neon lights on it.

Article

Q3 Market Commentary Video 2024

By William Marshall

11 Oct 2024

Read more about