Services for advisers

We understand that you want to maintain and enhance the relationship with your clients. By outsourcing your bespoke investment management requirements to us, we can provide your clients with access to a wide range of investment strategies aimed at meeting their financial objectives.

Key benefits:

	Day-to-day active management of your clients’ portfolios, adjusting as markets and their requirements change, ensuring a suitable strategy remains in place to meet their objectives.
	Direct access to our highly experienced investment managers.
	Secure online access and App available 24 hours a day, 7 days a week to view real time valuations, contract notes and performance data.
	Custody facilities for the safekeeping and administration of investments.
	Individual Savings Account (ISA) tax wrapper at no extra cost.
	Regular income payments either to your clients’ nominated bank account or to their portfolio for reinvestment.
	An annual tax package including capital gains computation and consolidated tax certificates.
	Facilitation of adviser charge.
	Regular investment commentary email, keeping you up to date on key global market developments from the previous month.

Our Model Portfolio Service provides a range of discretionary managed model portfolios designed to continue to meet the needs of a broad range of investors.

Key benefits:

	Actively managed portfolios that are continually monitored to ensure ongoing suitability to match agreed investment objectives and attitude to risk.
	Managed by our highly qualified, in-house specialist Chief Investment Office.
	Secure online access and App available 24 hours a day, 7 days a week to view real time valuations, contract notes and performance data.
	Custody facilities for the safekeeping and administration of investments.
	Individual Savings Account (ISA) tax wrapper at no extra cost.
	Regular income payments either to your clients’ nominated bank account or to their portfolio for reinvestment.
	An annual tax package including capital gains computation and consolidated tax certificates.
	Facilitation of adviser charge.
	Regular investment commentary email, keeping you up to date on key global market developments from the previous month.

Protecting your clients’ assets

Our Inheritance Tax Portfolio Service is a discretionary managed portfolio service designed to help mitigate Inheritance Tax, by investing in shares that qualify for Business Relief (BR). BR is available when qualifying shares in companies listed on the Alternative Investment Market (AIM) are held for a minimum of two years. The objective of the service is to provide growth over the longer term whilst mitigating Inheritance Tax.

Key benefits:

	A service to mitigate potential IHT liability for the estate.
	A dedicated Investment Manager to actively manage the investments, ensuring a suitable strategy remains in place to meet your clients’ objectives.
	We partner with a specialist, independent tax consultancy to determine a company’s eligibility for Business Relief, and a potential exemption from IHT prior to making any investment.
	Secure online access and App available 24 hours a day, 7 days a week to view real time valuations, contract notes and performance data.
	Custody facilities for the safekeeping and administration of investments.
	Individual Savings Account (ISA) tax wrapper at no extra cost.
	Regular income payments either to your clients’ nominated bank account or to their portfolio for reinvestment.
	An annual tax package including capital gains computation and consolidated tax certificates.
	Facilitation of adviser charge.
	Regular investment commentary email, keeping you up to date on key global market developments from the previous month.