• We firmly believe that our business is your business. Our two multi-manager fund ranges are underpinned by extensive resource and support, making us an ideal outsource partner.

    • In-touch – our team are readily accessible and spend a considerable amount of time on the road meeting and updating advisers around the country
    • On-screen – regular video updates from the team provide insights into the funds, investment activity and investment views
    • Portfolio alert email – subscribe to our portfolio alerts detailing the rationale for each complete buy or sell made across our Lifestyle and Navigator ranges
    • Regular emails – monthly update containing news and views together with useful links and downloads
    • Marketing materials – comprehensive suite of adviser and client facing brochures
    • Client statements – clients whose investments are held directly with us will receive twice yearly valuations and transaction history, together with a copy of our "Informed Investor" newsletter, which outlines news, views and investment activity. To order copies of Informed Investor for clients invested through a wrap or platform, contact Sales Support or download a pdf from the Literature area
  • Useful links

  • Email sign up

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