Tailored Portfolio Service
Your Own-Branded Range of Diversified Portfolios, Built Around Your Clients’ Needs
Why Choose TPS?
Our TPS is ideal for firms seeking greater ownership and control over key elements of their investment service, including:
- Cost structures that match your clients’ expectations.
- The balance of active vs. passive investment approaches.
- Tailored asset allocation and risk alignment.
- Bespoke client literature and marketing collateral.
- Transparency and direct access to our investment managers.
You set the strategy, we provide the resources
Personalised Model Names and Literature
Tailored Asset Allocation
Bespoke Risk Profiling
Target Market Aligned
Platform Agnostic
Dedicated Resource to Achieve Client Outcomes
Tailored Pricing
What is a Tailored Portfolio Service?
Our Tailored Portfolio Service (TPS) empowers financial advisers to shape their own investment proposition, offering a bespoke alternative to off-the-shelf solutions.
Adviser firms are increasingly looking to create portfolios that reflect the values, objectives, and demographics of their client base. TPS allows you to set the strategy - from cost structures and asset allocation to risk profiling and communications - while we provide the investment expertise, infrastructure, and support to deliver it.
By partnering with us, you can create a unique and competitive offering that strengthens your brand and enhances your client proposition.
What Can Be Tailored?
Every adviser firm is different, so we work closely with you to design a service that fits your goals. Areas you can tailor include:
- Bespoke risk mapping aligned to your preferred risk profiler.
- Cost caps to ensure value for clients.
- Portfolios with specific objectives, such as decumulation or volatility targets.
- Your preferred investment style - fully active, fully passive, or a blend.
- Platform flexibility, ensuring consistent availability across your chosen platforms.
- Customised communications, reports, and bespoke content creation.
Adviser Benefits
By adopting TPS, you can:
- Simplify operational complexities and free up time to focus on client relationships.
- Streamline your centralised investment proposition (CIP) and centralised retirement proposition (CRP).
- Benefit from dedicated marketing and communications support to enhance your brand.
- Stay engaged through tailored investment committee meetings and direct communication with portfolio managers.
Is TPS Right for Your Firm?
Our TPS is designed for firms that:
- Require a customised solution not met by existing off-the-shelf services.
- Want to own their investment brand and offer a competitive edge.
- Need a forward-thinking, progressive DFM partner to co-create solutions.
- Are looking for enhanced adviser support and regulatory alignment.
Ready to Create a Tailored Portfolio Service?
Partnering with Blackfinch Asset Management allows you to adapt and scale your investment proposition while maintaining full alignment with client outcomes. By reducing cost and time constraints, managing business risk, and staying ahead of regulatory pressures, TPS helps you focus on what matters most - delivering holistic financial planning and growing client trust.
If your firm is ready for a unique, client-focused investment offering, we can help. Get in touch with our team today.