Who We Are
We are an independent asset management business focused on delivering low cost, multi-asset investment products to UK advisers and their clients.
What We Offer
We provide investment expertise to oversee and manage portfolios that are based on sound academic principles. We specialise in low cost, multi asset class passive portfolios designed to meet the long term needs of investors. Our specialist skills are in risk and cost management ensuring investors requirements are consistently met.
Our clients are all financial institutions, primarily advisory firms with their own fund ranges, pension schemes, charities, friendly societies and building societies.
We bring together investment specialists from the worlds of life assurance, banking and fund management whose combined experience, knowledge and understanding provide smart, low cost solutions to today’s investment challenges.
The expertise within our business means that we can provide strategic input to fund design or simple tactical implementation from a given benchmark. Through our own skill sets or in conjunction with expert partners we enable advisers and institutions to confidently outsource fund management or fund establishment projects.