Discretionary Management, Outsourcing and Investments with a difference. A platform based investment & wealth management service for UK Advisers of all types. Visit our Intermediary Website for more details
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This service is designed for larger portfolios and enables clients to personalise our investment management system to create portfolios, activity, reporting and benchmarks tailored to their specific circumstances.
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In order to allow smaller investors to gain access to our investment management service we have created a range of managed portfolios. Each of these portfolios has a specific risk profile and investment objective.
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Wealth management service for Intermediaries & their clients. Discretionary Funds, MPS, and bespoke solutions for all types of client
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From 8 February to 30 April we will pay you £5 for each online application received, using our new quote and buy system.
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Benefit from the expertise of our award-winning Multi-Manager fund research team. Our managed funds of funds provide direct access to some of the best fund managers without you having to spend the time tracking them down.
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Our Discretionary Fund Management (DFM) service has been specifically designed to work in conjunction with you on behalf of your clients.
Enduring values, modern methods
Investec Wealth & Investment (until recently Rensburg Sheppards) is one of the UK’s largest independent investment management companies. We manage £12.7 billion of funds for our clients.* (30 9 2011)
We have worked closely with professional advisers for more than 20 years. This gives us an intimate understanding of your specific needs. And our national network of 11 offices helps us develop close partnerships with financial advisers throughout the UK.
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The Trust aims to provide a higher-than-average return for investors, with growth of both capital and income over the medium-to-long term. It invests in a broad range of mainly UK companies, from blue chips to small and medium-sized companies, with not more than 50% of the portfolio comprised of FTSE100 companies. It has raised its annual dividend every year for the last 40 years except 2009, when the dividend was held.
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Principal Investments has £1.6bn under discretionary management with nearly 85% coming in via the Intermediary Sector. A full range of Bespoke and Wrap friendly Model solutions are available to all UK Advisers
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We offer a range of 9 retail unit trust and OEIC funds designed for capital growth and/or income requirements and are ISA qualifying. Financial Advisers should visit our site for our Key features and Application forms.
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Scottish Widows Investment Partnership (SWIP) is one of Europe's largest asset management companies and part of Lloyds Banking Group. Managing funds worth £84.7bn*, we have a broad product range designed to meet investor needs.
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Standard Life empowers IFAs to be in control of their client investments. Check Prices
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Standard Life Wealth is the Discretionary Fund Management arm of Standard Life. Click Here to learn more about working with Standard Life and our retail portfolios for private clients and their advisers. Intermediaries should request our Brochures and Priviledged Investment Information from our site, or Request a meeting with one of our portfolio managers
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Scottish Widows Investment Partnership (SWIP) is one of Europe's largest asset management companies and part of Lloyds Banking Group. Managing funds worth £84.7bn*, we have a broad product range designed to meet investor needs.
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The SWIP Adviser Intelligence Centre is a CPD Accredited educational resource for Financial Advisers and Investment Managers.
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Vestra Wealth offer fully bespoke Discretionary Management, or MPS & Models through tax wrappers and platforms. Visit the site to learn more about our Intermediary services
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"It's only when the tide goes out that you learn who's been swimming naked." Witan is a leading global growth fund offering a full range of investment products including an ISA, transfer PEP and saving plans for both adults and children alike. You can also open a Share Plan , online, fund it through Debit Card Payment, and start trading straight away.
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