Five years of partnership

As we celebrate our 5th birthday, we sit down with one of our first clients to reflect on the journey so far.

What made you choose HRIS as your model portfolio service provider back in 2021?

"We'd been looking for a DFM partner that fully understood what we were trying to achieve for our clients. What HRIS brought was the institutional rigour of Hymans Robertson, a firm with decades of experience managing pension assets, applied to our retail clients. That felt genuinely different."

How has the investment proposition benefited your clients?

"The quality of the underlying investment process has been a real differentiator. Knowing that each portfolio has been stress-tested against thousands of economic scenarios before being put in front of a single client gives us enormous confidence. The cost savings have been significant as well. HRIS's ability to negotiate fund price discounts through the scale of the wider Hymans Robertson group means our clients are accessing institutional-quality portfolios at a competitive cost."

How would you describe the day-to-day relationship with the HRIS team?

"It feels like a genuine partnership. We have a dedicated Relationship Director and direct access to the investment team. When markets moved sharply, as they did several times over the past few years, we were regularly kept up to date, getting the context we needed to speak confidently to our own clients.”

How has the partnership progressed since you started working with HRIS?

“The relationship has become much more collaborative. We're involved in conversations about how the service evolves, we attend regular investment updates with the team, and we feel genuinely listened to. The proposition itself has also matured: the adviser portal, the reporting, the market commentary, the tooling - all of it has improved meaningfully over five years, and we've benefited from that development in real time."

Looking back over five years, what stands out most about the partnership?

"We've been through a global pandemic, significant market volatility, rising interest rates, regulatory change - and through all of it, HRIS has been steady, responsive, and transparent. The focus that comes from working with a limited number of partners means the service quality hasn't eroded as the business has grown.”

And looking ahead - what does the next chapter look like for you and HRIS? 

"We're excited about it. The foundations are strong: a robust investment process, a team we trust, and a service that keeps improving. As our business grows, we want a partner that grows with us - and everything about the last five years gives us confidence that HRIS is exactly that."