Partnership portfolio services
We don’t believe in a one-size-fits-all solution. Our investment management partnership options flex to fit the way you work.
- The information on this page is only suitable for financial professionals.
- Past performance is no indication of future returns and investors could get back less than they pay in.
- There’s no guarantee that models or funds will meet their objectives.
- The value of investments can go down as well as up.
Our approach
We recognise that no two financial advice firms are the same. That’s why we don't believe in one size fits all approaches.
When we say we’re flexible, we really mean it. Our investment partnership options give you the freedom to work with us the way you really want to, helping you to take your investment offer to the next level.
Our service
Whether it’s investment research, co-manufacturing an end-to-end investment service, or anything in between - you can rely on our state-of-the-art financial adviser platform and award-winning support to free up time, reduce risks, add value and help deliver the best outcomes for your clients.
Why partner with us?
We’re more than investment experts
Our highly experienced team have deep investment expertise.
We’re more than just experts, we’re a great team, offering great products and exceptional service, all constantly improving to make your life easier.
We innovate, improve and deliver
We’ve built an investment platform we’re justifiably proud of. One that’s continually enhanced to provide the best possible user experience.
Use a different platform? Talk to us about how an investment partnership could work on your platform of choice.
Reputation enhancing service
Our service is among the best in the industry, which is great for your clients, and for your reputation. We continue to be the UK’s most recommended platform for financial advisers, and number one for satisfaction (Investment Trends 2024).
Partnership options
Partnership options
Speak to us to find the right option for you
Talk to us about the difference an investment partnership could make to your business.
Make our investment team, your investment team
With an investment partnership, our diverse team of investment managers, researchers, and analysts are in your corner, working alongside you to build the best centralised investment propositions for your clients.
