Blackfinch Asset Management
Helping Financial Advisers Grow a Loyal Customer Base and Achieve Their Business Goals
Providing Financial Advisers With Globally Diversified Portfolios
We understand your client base varies, and you want access to a range of products which can adapt as your business needs evolve. We’ve designed our asset management product range around your feedback, shifting market trends and the evolution of the regulatory landscape, to bring deep value to your advisory business offering and empower you to grow a loyal, thriving customer base.
Our solutions can meet client demands for accessible, diversified offerings aligned with environmental, social and governance (ESG) factors. The range includes individual trusts, managed portfolios and a unique tailored offering that you can design yourself. So whatever stage your firm is at with your investment solutions, if you are looking for something unique to grow your business offering, we can help.
The Blackfinch Asset Management Portfolios are actively managed by Blackfinch Investments Limited. Blackfinch Asset Management Limited acts as the promoter and distributor of the model portfolios.
Our Solutions
With regulation requiring you to provide a strong focus on client outcomes, having clarity around portfolio investment objectives is key. At Blackfinch Asset Management, we embrace regulatory change and consistently build it into all of our products and solutions. We offer portfolios with your clients’ objectives in mind, and clear communications, leading to measurable and expected outcomes.
A range of five portfolios, all contain investments actively managed by Blackfinch Investments Limited. These are global and diversified in nature through collective investment schemes. We ensure that all investments remain aligned with our environmental, social and governance (ESG) policy.
Multi-Asset Funds and Managed Portfolio Service (MPS)
Your firm's own-brand range of portfolios, specifically tailored to meet the risk and return demands of your client base. A fully serviced proposition providing own-brand marketing and reports. Your investment strategy, delivered by our team, leaving you free to build deep relationships with your clients.
Tailored Portfolio Service (TPS)
Defaqto 4 Diamond Rated Fund Range
We’re pleased to announce that our multi-asset funds have been awarded the 4 Diamond Family Rating by Defaqto, the independent financial information and technology business. To find out more, please get in touch.
Deciding What Level of Support is Right For Your Firm
No two adviser firms are the same, and our product range and support reflects that. By adapting our relationship to your business objectives, you and your clients can benefit from help and support across many areas:
- Improve business efficiencies
- Improve communication with clients
- Gain additional revenue
- Improve profitability
- Improve your client proposition
- Capitalise on market trends
- Develop your ESG proposition
- Organise sector specific training for you and/or your staff
- Develop new investment specialisms
- Increase capacity to take on new clients
- Attract new advisers
- Your plans for succession or exit
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