Managing an investment portfolio is a complex challenge, requiring constant monitoring and support. Our Managed Portfolio Service (MPS) is designed to address these issues, providing six core risk-rated models to meet your clients’ needs.

The models are actively managed and built using a range of investment tools including open-ended funds, investment companies and exchange-traded funds. This structure offers diversification by asset class and product type, giving our investment managers the flexibility to respond to changing market conditions.

The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.