Managed Portfolio Service

Portfolio management to meet your investment needs


Whatever the future brings, you need to be confident your assets are being managed efficiently and effectively. The Managed Portfolio Service allows you to benefit directly from our expertise in fund research, portfolio construction, professional advice and ongoing investment management. We will look after your money over the long term and make all the management decisions to ensure your portfolio is continuing to meet your goals.

Key features and benefits

  • Professional advice to identify the right investment strategy for your needs

  • Ongoing active management of your portfolio by our expert team

  • Portfolios are underpinned by research expertise and based around asset allocations tailored to client needs. These allocations are reviewed on an ongoing basis by our Chief Investment Officer and team

  • Check the progress of your portfolio at any time on our website

  • Invest from £50,000

Find a local financial planner

Book a free, initial consultation with your local financial planner