Tailored Portfolio Service
Your own-brand range of diversified, managed investment portfolios, curated to meet your firms' and client's needs
Your own-brand range of diversified, managed investment portfolios, curated to meet your firms' and client's needs
It is becoming increasingly apparent that there is growing demand in the marketplace for adviser firms to own more of their own investment proposition so they can tailor it to the values, beliefs, requirements and cultures of their client base. In our advisor research, your peer group told us that this demand is being driven by firms seeking a greater level of ownership and control over important factors like cost and the degree of active versus passive investments in order to solve their biggest challenges when using off-the-shelf solutions.
For firms where a pre-defined Managed Portfolio Service (MPS) range doesn’t quite meet the needs of their clients, or they are looking to create a uniquely competitive offering, we work in partnership to provide a Tailored Portfolio Service (TPS). Our TPS is a service where you set the specifications and we provide the resources to deliver the strategy.
Our values of adapt, evolve and thrive enable us to work with firms no matter how advanced their thinking. Below we have included some suggestions for you and your team to think about, as a starting point only, and we encourage you to tell us all your ideas. We’ll work with you to build a solution that best suits the outcomes you and your clients want.
These are just some of the areas you may consider:
For help navigating if TPS would be better for your business, we have included a guide below which you can download.
Whether you have an initial query or would like to arrange a meeting, feel free to get in touch with us:
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