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

US special – what the election could mean for markets

Kameel Kapitan looks at the potential scenarios and outcomes of the US elections and what these might mean for investors.

By Kameel Kapitan

05 Sep 2024
240902 US Election Special Website

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Video: What could the US elections mean for markets?

By Kameel Kapitan

13 Sep 2024

Neon lamp strips in yellow, red, purple and blue colours.

Article

August Market Digest 2024

By Jack Richards

11 Sep 2024

Neon coloured glow sticks in a black background.

Article

July Market Digest 2024

By Jack Richards

09 Aug 2024

Staircase railings in neon purple colour.

Article

Market update: recent volatility

By Jack Richards

06 Aug 2024

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