Platform portfolios

Whilst we can provide model-based portfolios, a multi-asset fund of funds or a fully tailored discretionary service through our in-house platform, some of our services are also available on third-party platforms.

What is this suitable for?

In the UK, our Managed Portfolio Service, Sustainable Investing Service, Inheritance Tax (IHT) Portfolio Service, Fixed Interest Portfolio Service and three sterling multi-asset funds of funds are also available through third-party platforms.

Through these platforms, we can offer your clients access to a wide range of asset classes, from emerging markets to cash, using both passive and active investments.

Important information

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.