Tailored MPS solutions
Tailored solutions for your business
Having worked with intermediaries for over 40 years, we understand the challenges you face when running a centralised investment or retirement proposition (‘CIP/CRP’).
We understand that a tailored MPS solution should be bespoke to your firm’s unique needs and requirements and always treated as such.
Our aim is to provide flexibility for a firm to choose the services and features appropriate for them, to enhance what they offer to their clients, while building additional efficiencies and support functions into their business.
How we support you
- Tailored and unique solutions
- Independent and intermediary-focused investment partner
- Consistent portfolio management process
- Risk managed approach to support ongoing suitability
- Implementation of a governance and risk management framework
- Legacy asset support and transition
- Efficient execution of investment decisions