Custom Mandate
A co-manufacturing opportunity where you help set the mandate, we run it on your behalf.
- 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 service
With a Custom Mandate, we listen to what you need and co-manufacture an investment mandate that reflects your firm’s philosophy and clients' aspirations. We then look after the ongoing management, fund selection and asset allocation.
Why partner with us?
Reinforce your brand
A Custom Mandate partnership gives you access to our award-winning platform with best-in-class service and support. You'll get investment guides, co-branded materials, and quarterly reports to support client conversations, all backed by our flexible, dedicated team's expertise.
Enhance your reputation
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).
Choose your platform
With a Custom Mandate partnership, you get our industry leading platform tech with reputation enhancing service. Or talk to us about how it could work on your chosen platform.
How it works
Step 1 - Choose your risk framework and asset allocation
Are you believer in a strategic, long term asset allocation, or do you want the solution to make small adjustments to navigate short-medium term trends. Do you have a preferred risk profiler you’d like the asset allocation mapped to?
Step 2 - Choose your cost profile
How much do you want your solution to cost? Are you trying to keep costs as low as possible with predominantly passive funds. Or do you trust in the power of active fund management to add value above fees? Maybe you want the best of both worlds.
Step 3 - Do you need an ESG focus?
Do you have clients who want their money to help contribute to a better world? Take advantage of over a decade of experience in ESG investing, with independent oversight from a panel of experts with a combined experience of over 80 years in ESG investing.
Step 4 – Sign off and build
We’ll work together to get final agreement on the mandate. Then it’s over to us to build the solution to your specifications.
Step 5 – Run
We run the solution to that mandate. This could either be on our state of the art platform or your preferred platform. Leaving you to focus on your clients.
Speak to us about a Custom Mandate partnership
Talk to us about the difference a Custom Mandate partnership could make to your business.
Meet the team
With a Custom Mandate 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.
