Exclusive, institutional-quality MPS
Delivering robust and differentiated investment propositions for a select number of advice firms.
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October Market Digest 2024
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Q3 Market Commentary Video 2024
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Market Update with Kameel Kapitan and Jack Richards - Episode 12
Podcast Discussions
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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.
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.