For Advisers

A paperless investment management service designed with you in mind

This section of the website is intended for the use of UK investment advisers who are authorised and regulated by the Financial Conduct Authority (FCA). If you do not fall into this category, in particular, if you are a retail client, you should navigate to the Clients section of our website.

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Taking Investment Management Back To Basics

We are taking investment management back to basics so it is easy for you to do business with us. We have built our services to dovetail seamlessly into your client advice process but you decide how you want to work with us. We do not dictate how you should give your hard-earned business to us.

We have a simple investment management service expressed in a language that makes sense. Our adoption of new technology enables us to share efficiencies with the firms that choose to use us. Our service can offer a digital experience from client inception and throughout the client relationship.

Attractive Features Include

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Realistic Minimum Portfolio Levels

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Fast Online Client Set - Up and Due Diligence

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Fast Portfolio Transfers

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Monthly Advisor Charges with Reconcilable Fee Statements

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Low, Capped Annual Management Fee

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Simple Custody and Administration Charge

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Automated and Accurate Client Reporting

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Access to Portfolio Manager for Client Meetings or Calls

A Modern, Efficient Approach

We want to share the significant benefits of being modern and smaller with you. We have different operating models depending on how you want to work with us. Our adoption of new technology brings efficiency and automation to routine tasks and processes which reduces the time it takes to on-board new clients.

We are committed to reducing the costs of investing without compromising on our levels of service or on what goes in to our portfolios. So, we’ve taken an important step by capping our annual management charges across our services, delivering real value for money for your clients. Our flexible approach gives you a refreshing option to choose what you need to use and only pay for what you use.