Ascentric

Apollo Multi Asset Management

The Apollo Managed Investment Solutions were developed to provide advisers with a solution that focuses primarily on the clients risk profile.  Each portfolio is constructed from Apollo’s own Multi Asset Funds and are continually monitored and rebalanced, where necessary, to ensure the risk profile remains unchanged.

Key points:

• A range of six risk graded portfolios.
• Our fund managers create each portfolio by skilfully blending the four established IFDS Apollo Multi Asset funds.
• Portfolios are then closely monitored to ensure they continue to adhere to their stated risk profile.
• The portfolios offer a fully managed, genuine Multi Asset solution that aims to reduce the overall volatility of a portfolio by the inclusion of different lowly or non correlated assets.
• Potential for exposure to eight primary asset classes including:  Equities, Alternatives, Bonds, Currency, Property, Managed Cash, Commodity and Managed Cash.
• A further layer of diversification is provided through the various investment structures that we may utilise; including best of breed Actively Managed funds, ETFs and Passive investments, Hedge/Absolute Return Funds, Bespoke Structured Products and Investment Trusts.
• Four experienced portfolio managers offering experience in various investment disciplines, but all of whom subscribe to the same belief in the advantages of true multi asset investing.
• Low entry level of £5,000.
• No additional fee:  The only Apollo fees/charges that apply are those exhibited by the four underlying funds from which we construct our risk graded portfolios.
• Available through tax efficient wrappers including ISA and SIPP.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

Ashcourt Rowan Asset Management

The natural choice for your investment strategy.

Ashcourt Rowan Asset Management is delighted to partner with Ascentric to provide Financial Intermediaries with an option to outsource their investment strategy.

We pride ourselves on offering a professional investment management service to private and corporate clients, trusts, pension funds and charities of Financial Intermediaries. We invest in all major asset classes, whether it be directly or indirectly. This approach results in a truly universal investment scope that is the natural choice for your investment strategy.

Our head office is based at 60 Queen Victoria Street in London and we have 19 offices throughout the UK.

With our knowledge and expertise we can assist you with your investment management objectives. What’s more our experience means we know everyone’s needs are different, which is why we take the time to understand your requirements and offer solutions tailored specifically for you.

We offer comprehensive outsourced investment services:

• Managed Portfolio Service
• Bespoke Portfolio Service
• Customised Portfolio Service

The cost of the Managed and Customised Portfolio Services on Ascentric is just 0.35% + VAT. The Bespoke Portfolio Service is typically 0.75% + VAT.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

Barclays Investment Solutions

Barclays Investment Solutions discretionary portfolio management service

The Barclays discretionary portfolio management service is an outsourced investment management solution which allows advisers to continue to own the client relationship, while drawing on the expertise of a global financial services company. The service offers professionally managed portfolios of collective investments (including actively managed and ETF funds) selected from the whole of the market.

Advisers have a choice of investment aims across five actively managed risk profiled portfolios. Each portfolio offers a fully diversified solution across nine global asset classes including cash & short-maturity bonds, developed government bonds, investment grade bonds, developed markets equities, emerging markets equities, commodities, real estate and alternative trading strategies.

Our investment philosophy underpins all our investment solutions and combines insights from the science of behavioural finance and psychology with modern portfolio management techniques to provide optimised performance. By providing clearly defined risk rated solutions, we aim to create model portfolios that match your clients’ objectives and actively manage these investments to maintain a consistent risk profile.

Our discretionary portfolio management service can satisfy a number of investment needs including personal accounts, charities and trusts, and is available through tax efficient wrappers such as ISAs and SIPPs. There is a minimum investment of £25,000.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

Barmac Asset Management Ltd

Welcome to the Art of Finance - The Barmac Way

Founded in 1997, Barmac Asset Management is an independent, wholly owned boutique investment house. What does this mean …. we have a vested interest in and are committed to our continuing success.  Our directors have a combined investment experience of over 50 years and have built strong relationships with professional advisers across the UK.  Barmac are noted for their investment research which is supplied to a number of City institutions and indeed we identified the impending crisis in the global financial institutions as long back as 2001.

Barmac are safety conscious investment managers and firmly believe that investors are ultimately more worried about the return of their cash, rather than a return on it!

Barmac’s objective is to provide positive absolute returns with low volatility using a risk averse investment strategy.  Our strategy is delivered through a combination of our unique, in house technical analysis, “The Barmac Indicator”, together with a market lead trailing stop loss system.

Barmac’s distinctive investment approach challenges conventional investment theories and the fact that our approach has delivered the returns with an element of safety for our investors in some highly volatile markets, is testament to our rigorous process.
 

Why appoint a Discretionary Manager?

At Barmac, we’ve recognised that the global stockmarket turbulence of the last couple of years, combined with the move towards a higher qualified advisory community and increased Professional Indemnity insurance premiums, has made it increasingly difficult to downright problematic for Professional Advisers to manage their clients’ money.

Many Professional Advisers are reticent in engaging the services of a Discretionary Manager and have mixed views as to whether the Discretionary Management service offers true value for money for their clients.  Thus, we believe that the key to the successful appointment of a Discretionary Manager rests in the way in which the relationship is structured……thus:
 

Why should you consider Barmac’s Discretionary Management Portfolio Service?

• We sit down with you at the outset in order to listen and understand your business and your clients.
• We will build a range of model portfolios designed to fit your clients’ profile thus we view your input as vital to our investment process.
• You will have a direct line of communication to Barmac’s directors not only to discuss portfolio construction, but also to discuss the ongoing investment management of your model portfolios and client reporting.
• We offer a highly competitive flat annual transaction fee based on funds under management.
• You will have direct access to our OEIC, The Castleton Growth Fund.  The investment process for the Fund is based on our distinctive in-house investment approach and since launch in 2006,  has achieved top quartile ranking over 1, 2 and 3 years.
• We do not approach private clients direct and ensure that when carrying out our business, conflicts of interest are avoided at all times.
• We conduct our business in line with established procedures which are reflected openly and accurately and are subject to independent audit and scrutiny.  We consider and place your clients' security as utmost importance to us.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

Bestinvest

Bestinvest is a pioneer of combined asset allocation and in-depth research and has offered a range of model portfolios since the late1990s.

We have always believed that asset allocation is the primary determinant behind investment performance, with stock selection and market timing playing supporting roles. Wide diversification (blending assets such as equities, bonds, property and alternatives) helps to reduce risk and also gives exposure to many different strategies for achieving returns. Our asset allocation committee meets regularly and sets target asset mixes for each of our models.

The next phase is to carefully research the best fund managers in each of the various asset classes. Bestinvest has a highly resourced research team which conducts more than 400 fund manager interviews a year. Our in depth research is supplemented by using sophisticated software including the Bestinvest Manager Record Index (MRI) database of fund manager track records which follows fund managers’ performance across their whole careers.

Bestinvest was formed in 1986 and looks after more than £4 billion of client assets. The quality of our services has been recognised on a number of occasions and in 2011 Bestinvest won the Money Marketing award for ‘Best Discretionary Adviser’ while Financial Times and Investors Chronicle readers voted Bestinvest not only the ‘UK Wealth Manager of the Year’ but also the ‘Best Wealth Manager for Investments’. 

Bestinvest can make available, to strategic partners, its range of 14 model portfolios that follow the same rigorous process as highlighted above.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

At Cheviot we believe that every client is an individual. Working as you do in one of the most dynamic and exciting markets in the UK, an exemplary level of service is essential. That is why we take a personal approach to your business, comprising the highest standards of expertise, trustworthiness and security, whilst being completely tailored to your needs.

Our brand-new discretionary investment service –
delivered by Ascentric – gives you a number of benefits:

• You can offer your clients the opportunity to trade collectives and direct equity without creating any extra paperwork for yourself. You do not even need to leave the Ascentric platform.
• You keep total control of the client relationship, leaving us to provide the high quality discretionary management.
• You can utilise Cheviot’s reputation for independent, dynamic investment solutions.
• By improving your service offering you can increase the number of opportunities for your business.

At Cheviot we adopt a truly 21st Century approach, combined with values that have been established over generations, making us a compelling choice as personal investment portfolio managers.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

City Asset Management

City Asset Management (CAM) is a boutique investment manager offering a more personalised and flexible service-led approach than that offered by many larger wealth managers and private banks. Established in 1988 and mainly owned by the working directors, CAM now manages over £350million of assets on behalf of its clients.

At CAM we take the time to understand a client’s attitude to risk and the purpose of any investment. This information is used to create a portfolio constructed from the best assets available in the marketplace at a cost traditionally restricted to large institutional fund managers.

Our in house research forms the cornerstone of our investment process. The Investment Management Team meets on a monthly basis to discuss the current economic environment and the relative merits of different asset classes and geographical regions. It is within this framework that our portfolios are constructed and populated with the most appropriate assets. This unconstrained approach allows us to be more nimble than many of our larger peers.

Our aim is to give more consistent investment returns with lower volatility and a greater emphasis on absolute returns than traditional asset managers, helping you take the guesswork out of your financial planning.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

European Wealth

'Personal service' has become one of the most overused phrases in wealth management.  Sadly, it has also too often been used to conceal a standardised approach, and a fundamental lack of understanding that relationships are any business's greatest asset.

At European Wealth, individuals do business with individuals.

We believe this is a compelling point of difference in a world of hard facts and cold figures.

A personal approach and human contact really do lie at our core. That's how we define 'service'.

Our core/satellite portfolio construction combines both international and alternative assets with more traditional investments.  Each of your client's strategies is actively managed and is regularly rebalanced and the use of both active and passive assets means that this is cost effective and can readily accommodate regular contributions.

You remain in control of the relationship with your client at all times - knowing that we place the service we provide to your clients, and to you, at the centre of our relationship with you.

We are not conflicted by the need to sell you our own products and our fees and charges not only offer value for money but are also totally transparent.  And we can work with the structures and wrappers you need to use.

European Investment Management was designed precisely to answer these demands.  It was built from scratch to integrate seamlessly with professional advisers like you.  To provide you with a consistent service you can trust.  In just the same way you provide that service to your own clients.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

Evercore Pan-Asset

Cutting risk. Cutting cost. Keeping it simple.

Evercore Pan-Asset provides specialist asset allocation advice across an extensive range of global asset classes.

Founded in 2007 by John Redwood, Christopher Aldous and the late Robert Brown, our clients include IFAs, pension funds, charities, universities and family wealth.  We believe that asset allocation decisions are the most important part of the investment management process.

PanDYNAMIC Model Portfolios and Funds (OEICs) on the Ascentric Platform

PanDYNAMIC Model Portfolios and Funds provide a low-cost investment solution for every type of client via a partnership between IFA, discretionary manager and wrap platform.

The seven PanDYNAMIC Model Portfolios and four Funds employ Evercore Pan-Asset’s Dynamic Asset Allocation Process coupled with low-cost investment in carefully selected Exchange Traded Funds.  Each model and fund is carefully composed to target a specific balance of risk and return.  Your clients get day-by-day stewardship of their money from investment professionals concentrating on the big picture at a very low cost across the full range of wrappers on the Ascentric platform.  You as the Adviser retain full control of the client account and responsibility for the relationship.

• Reduced cost to the client
• Clearly defined risk and return targets
• Dynamic asset allocation process including holding cash to preserve capital
• Simple to use and highly liquid
• Clear reporting and investment support

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

GAM

GAM - An independent, active investment manager offering a solution-based approach

Established in 1983, GAM is an independent, active investment manager with the aim of delivering strong, long-term returns to institutions, intermediaries, private clients and charities.

We provide two options for advisers designed to meet all their investment management needs.

1.) Discretionary Fund Service
For advisers who wish to outsource asset allocation and fund selection to an experienced and established investment manager.

• 7 diversified model portfolios, continually monitored and rebalanced to ensure their risk profile remains on target.
• A customised portfolio service providing a bespoke offering for advisers seeking tailored solutions.

2.) Fund range
A range of active investment solutions with consistent long-term performance.

• Funds covering equities across global, UK, European, North American, Asia Pacific and emerging markets and themes such as inflation, technology and the environment; fixed income and absolute return.
• Access to leading managers that are not available to individual investors through retail channels.
• Highly acclaimed UK OEIC range of funds including GAM North American Growth (A OBSR rating) managed by Gordon Grender, GAM Global Diversified (AA OBSR rating) and GAM UK Diversified (AAA OBSR rating) managed by Andrew Green.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

Hawksmoor Investment Management

Hawksmoor has five key differentiators:

• Multimanager and Model Portfolios - The multimanager Vanbrugh Fund was launched in February 2009 and the Active Portfolios were launched in April 2010. The same investment process informs the Vanbrugh Fund and the Active Portfolios.
• Award-Winning Managers - Richard Scott has been a specialist fund-of-funds manager since 1995 and was Citywire International Manager of the Year in 2002. Daniel Lockyer has been a specialist fund-of-funds manager since 2005 and was Investment Week Cautious Manager of the Year in 2008. Richard Scott and Daniel Lockyer are the co-managers of the Vanbrugh Fund and the Model Portfolios.
• Dynamic Risk Management - The services provided by Hawksmoor through its Active Portfolios include asset allocation and fund selection. In addition, Hawksmoor provides a risk management service by allocating a risk range to its Active Portfolios rather than a single risk score. Thus risk is managed within set parameters to take account of changing market conditions. The four Active Portfolios cover the risk range from 2 to 8 out of 10.
• Active and Passive Portfolios - In addition to four Active Portfolios, Hawksmoor offers three Passive Portfolios. The Passive Portfolios were launched in October 2009 and are designed to track the FTSE/APCIMS Private Investor Indices.
• Competitive Charges - Hawksmoor's annual charge for the Active Portfolios is 0.30% + VAT and for the Passive Portfolios it is 0.25% + VAT. The annual charge for the Vanbrugh Fund is 1.50%, which includes 0.50% payable to IFAs.

All core documentation can be accessed via the Hawksmoor website. To access Model Portfolio documentation the required password is: limehouse (all lower case).

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

Independent Portfolio Managers Ltd

Independent Portfolio Managers Limited

Independent Portfolio Managers Limited is a privately owned independent investment management business providing investment services to Independent Financial Advisers and their clients. Our service is based on our asset allocation, investment research and discretionary management capabilities.

Our business is providing services to the investment industry in particular investment research and discretionary management.

We have worked for a large number of investment management firms, asset managers, banks and insurance businesses as well as Independent Financial Advisers, providing independent research and reviews on investment funds, products and services.

We provide discretionary and active advisory investment management services to an ever increasing number of Independent Financial Advisers and their clients. Portfolios are client risk based either tailored or models.

Martyn Ingram and Anthony Curtis lead the investment management team and have well over 60 years experience of the investment industry behind them. Martyn in particular is well known in the industry for his views on Wrap platforms having written on the subject in the trade press for many years.

Our work is not limited to the UK; internationally we work with Independent Financial Advisers across Europe providing services to their requirements.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

Ingenious Asset Management

The cornerstone of our philosophy is our belief that investors are not risk averse, they are loss averse. With this in mind we formulate a risk budget with input from the client and their financial adviser. This approach confirms to the financial adviser that every single introduction has been made aware of the potential for losses. We respect your client relationship and believe, that at the outset, this communication is vital.

Ingenious employ the brightest talent to formulate asset allocation and the fund manager selection process. Our investment directors have on average over 25 years of investment experience and will work with you through the process for every independent client portfolio. We are the second fastest growing discretionary asset management firm since 2005. (source, PAM 2008)

We have built something unique that can benefit you:

• Risk analysis of existing portfolios. This is an excellent sales tool for breaking down where the probability of loss may exist in already established portfolios. This is available for advisers on the Ascentric platform seeking a discretionary relationship. Call us to discuss on 0207 319 4215.
• Independence. We are unconstrained in the investment selection process and will provide you with the portfolio that we feel will deliver the opportunity for the best results rather than pushing in house products.
• Full access to the discretionary manager assigned to your portfolio to discuss its make up. Communication is a key element.
• All in flat fee scalable to the size of the portfolio. As our fee is based on FUM rather than brokerage we have a vested interest in growing and defending your clients’ wealth.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

JM Finn & Co

JM Finn & Co was founded in 1945 and is one of the UK’s leading investment management companies. With offices in London, Bristol, Leeds, Bury St Edmunds, Ipswich and Cardiff, we have £5.9bn funds under management or administration (as at end 2011).

The JM Finn & Co Tailored Platform Solution

A low-cost, scalable outsourcing solution built to an adviser firm’s specification. Our solution enables an adviser firm to integrate JM Finn & Co as a discretionary fund manager into their investment proposition - we offer a range of solutions covering index-based (passive), core-satellite or multi-manager type model portfolios.

How does it work?

After initial discussions we will build and manage a number of model portfolios that match the asset allocations as provided by the adviser firm’s chosen risk profiling tool.

Once built, JM Finn & Co will have regulatory responsibility for the ongoing management of the portfolios. In particular:

• Rebalancing of the model portfolios to the specified asset allocations
• Underlying fund selection/ switching and ongoing monitoring of performance

A disciplined portfolio management process

A team of experienced and qualified Investment Managers manage the model portfolios for the adviser firm in line with documented procedures. Regular meetings are held via Committee to discuss the Core Fund List from which the funds are drawn - this Core Fund List encompasses regulated UCITS compliant collective funds and includes both actively managed funds as well as index funds and Exchange Traded Funds (ETFs).

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

J O Hambro Investment Management

The cornerstone of J O Hambro Investment Management (JOHIM) is the discretionary management of investment portfolios for private individuals introduced by IFAs and other intermediaries. We have been successfully looking after clients assets for over 25 years.

We are now owned by the Credit Suisse Group but continue to operate as an independent boutique subsidiary providing clients with the twin strengths of a boutique personalised service underpinned by the financial strength of Credit Suisse.

We currently have approximately £3.5billion of assets managed by 24 portfolio managers.

Our Approach

JOHIM’s approach is to strive for superior returns by investing in what we believe to be the best ideas worldwide, be that in equities, fixed interest or alternative asset classes. We have a dynamic innovative investment style with capital preservation, through the use of all available assets classes, a central theme.

Why JOHIM?

We believe that new clients are attracted to JOHIM for the following reasons:

• Specialist House - Discretionary Portfolio Management is our business, and not just a part of it.

• Investment Experience - A key strength is the quality, experience and continuity of our investment team.

• Investment Process - We have a robust investment process with a track record of delivering strong risk adjusted returns.

• Dynamic Management - Active management of the asset allocation and underlying holdings.

• JOHIM’s Business Model - We have a partnership type structure with portfolio managers clearly incentivised to make client assets perform.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

London & Capital

London & Capital is a leading independent wealth manager with over US$3.0billion under management. For over 25 years we have been providing exceptional wealth management services to private clients and their families, trusts and financial intermediaries, as well as institutions.
We focus on investing in both traditional and alternative asset classes to create diversified multi-asset portfolios. Our investment philosophy is simple: we believe that optimised dynamic asset allocation drives consistent investment returns over the longer term.

The London & Capital Managed Portfolios are 10 risk graded portfolios aligned to clients' risk appetites. Each portfolio is constructed to spread risk, providing diversified multi-asset portfolios designed to protect capital and provide sustainable returns within a tight risk control framework.

The London & Capital Managed Portfolios offer:

• 25 bps charge for discretionary management
• Capital protection (tactical intervention with the ability to move into cash)
• Lump sum investments from £1,000

The key input for the asset allocation decision is London & Capital's macro outlook and our expectations for key markets such as currencies, bonds and equities. This creates the framework for the asset allocation decisions with a risk/return overlay.

The portfolios are actively managed on a daily basis with tactical changes implemented at any time should it be required. For example, each portfolio is able to move into cash in volatile markets to protect clients' capital.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

Octopus Portfolio Manager

Octopus Investments, founded in 2000, is one of the fastest growing and most successful investment companies in the UK. We pride ourselves in understanding our customers’ needs and providing solutions that they want. At Octopus we don't believe one size fits all so we encourage our clients to talk to us so that we can understand their requirements and provide them with a tailored solution.  Over the last ten years we have built a business based on providing exceptional service to advisers and their clients, in an easily accessible manner.

Octopus Portfolio Manager, our discretionary portfolio management service, delivers a diversified portfolio of investments, tailored to an investor’s individual investment goals. As such it provides investors with access to a wide range of underlying funds within a single managed portfolio structure. What’s more, the fund team behind Octopus Portfolio Manager recently won the coveted Best Multi Manager Provider title at the 2011 Moneyfacts awards.

A summary of the client benefits:

• Delivers investment performance through a diversified, risk-rated portfolio of investments     
• Fund management by an experienced and professional team with a successful track record     
• Portfolio rebalancing at no additional cost     
• Designed to be flexible and to evolve with investors as their requirements change

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

Principal Investment Management

Why Principal?

We believe that we truly understand private clients here at Principal. Our investors tell us they need:

• to maintain their wealth;
• to minimise tax;
• to save for the future;
• to grow the value of their assets in real terms;
• to maintain an income in retirement.

To meet these needs, we use an appropriate mix of the different asset classes: UK and overseas equities; fixed interest securities; property; alternative investments and cash. Our investment process aims to construct diversified portfolios capable of outperforming their benchmarks in a range of potential economic environments, and our goal is to deliver the best return for a client’s risk profile.

We cater for the full spectrum of Affluent to HNW clients, with services ranging from models on wraps to highly bespoke targeted return portfolios.

Our clients and their advisers tell us that our people are our greatest asset, describing them as ‘down-to-earth’ and ‘approachable’. Clients can rest assured that the manager looking after their portfolio is not only an investment expert, but that he or she will not baffle them with jargon. The personal service we offer results in long-term, prosperous relationships; we work together to help to secure financial futures.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

Quartet Capital Partners

Quartet’s sole focus is on providing creative investment solutions for high net worth private clients and their associated entities across the globe.

We are not experts in everything, and work alongside a client’s advisors to meet their overall financial objectives.

A few key points about us:

• Client focused. Our clients are the focal point of the business and we spend a great deal of time, in conjunction with their advisors, trying to understand their goals. 
• Bespoke portfolios. Each client’s circumstances are unique, so we do not believe in shoehorning clients into predetermined investment solutions. As a consequence, all portfolios are tailored to meet the client’s requirements.
• Asset allocation. Studies have shown that asset allocation is the biggest driver behind investment performance. We derive a Strategic Asset Allocation for each client and adjust this tactically to try and maximise risk adjusted returns. This is where we believe we add significant value.
• Investments. Few fund managers consistently beat their respective index and they also tend to have high fees. We therefore use passive investment vehicles for core portfolio holdings. Satellite holdings, are funds which are included to produce the best risk-adjusted returns (add alpha). All portfolios are managed on a multi-asset basis to diversify risk.
• Alignment of interests. Partners and their families are amongst the firm’s largest clients and their portfolios are managed in same manner as external clients. We also pay the same fees!

Whatever the client situation we will tailor our investment offering to suit their requirements.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

Quilter

Where personal service matters

Quilter is a specialist in bespoke wealth management services, tracing its ancestry back to 1777. Quilter works with many professional advisers offering their clients the best wealth management solutions.

Quilter's services through Ascentric

Quilter is committed to supporting IFAs in constructing and implementing investment solutions. Quilter is working with Ascentric and IFAs to provide clients with a discretionary investment management solution through the Ascentric wrap platform.

The Quilter Managed Portfolio Service invests in a wide range of collective funds on a global and multi-asset basis, providing greater diversification than possible via direct equity investment. Quilter’s team of collective analysts considers over 70 criteria when analysing a fund.

The choice of five investment Strategies meets a range of varying financial objectives, enabling IFAs to choose one that best matches their clients’ investment objectives and attitude to risk. The objectives are Adventurous, Growth, Balanced, Income and Conservative.

Quilter Managed Portfolio Service benefits

The service differs significantly from many competitors, because it does not “unitise” investors within a single large portfolio and allocate units in a fund of funds. Clients will have their own Strategy of collective investments, making it quick and easy to see the exposure to each fund.

The Quilter Managed Portfolio Service provides:

• Five Strategies to match clients’ attitudes to risk and investment objectives
• Expert investment management and fund selection
• Flexibility as clients are not locked into a long term Strategy and have the ability to switch
• Quarterly factsheets with market commentary

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

Saltus Partners LLP

Saltus Partners LLP is a London-based fund management company specialising in real return investment management.  Our fund managers bring together over 50 years of investing expertise both in traditional and alternative assets.  This allows us to take a different, yet highly effective approach to managing your clients’ wealth compared to most traditional DFMs.  We place a heavy emphasis on controlling risk. 

Our job is to help you provide the best service for your clients by doing what we do best – generating consistent returns without taking undue risk - leaving you free to manage your client relationships and focus on your business.

We will work with you to make portfolio transition as seamless as possible for your clients.  To support you in managing your client relationships we will keep you up to date with market developments through our monthly investment updates and by giving you access to fund managers to answer your questions.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

SCM Private

Innovators In Wealth Management

SCM Private is a specialist investment management company established in June 2009 with a unique, modern approach to managing money.  The company offers investors an actively passive management solution that combines passive investment instruments – Exchange Traded Funds (ETFs) - that are genuinely and continuously actively managed – but with much lower dealing costs, commission, price spreads and taxes when compared to traditional funds.

In terms of fees and costs, SCM Private is at the forefront of change within the investment industry by charging fair fees, publishing all fees in full, and being 100% transparent. Since inception, SCM Private has delivered well above average performance at well below average costs.     

Alan Miller - Chief Investment Officer

The investment team is led by Alan Miller who uses his vast 19 year active stock picking experience to conduct rigorous research into ETFs before investing.  Our investment philosophy is to stick to "vanilla ETFs" investigating their tax status, annual costs, and buying/selling costs.

The Long-Term Return Portfolio is akin to an old-fashioned pension fund with a broad diversification of asset classes which change as circumstances warrant, but has a long term bias to real assets, e.g. equities rather than cash or bonds.  The objective is to outperform a benchmark of 70% equities, 22.5% bonds and 7.5% cash.

The Absolute Return Portfolio is more active and aims to provide strong absolute returns whilst endeavouring to reduce downside risk.  It may be all equity, all bonds or all cash; with the objective of beating cash.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

Seven Investment Management

Seven Investment Management (7IM) provides financial advisers with the all-passive discretionary model portfolio matched to our Asset Allocations. Within the asset allocation ranges set, our Investment Management team choose the investments for each of the portfolios with the intention of obtaining steady returns at the most appropriate level of risk.

Advisers can access the complete range of four risk rated model portfolios.They will be fine tuned through the tactical asset allocation on a quarterly basis, but not automatically rebalanced.

These are the charges for the 7IM Passive Model Portfolios:

• 0.25% per annum, plus VAT.
• The cost of the underlying passive instruments range from 0.15% to 0.16% depending on risk profile and tax wrapper.
• Any fees or charges that you make to the client are in addition to the above.
• Any fees or charges payable to the platform are in addition to the above.

We believe that the 0.25% charge represents exceptional value for money in a low growth environment where costs, and their impact upon returns, become more significant.

From the end of Q1 2012, quarterly information sheets explaining movements in the portfolios will be available as well as portfolio breakdowns.

7IM was launched in 2002 and now manages nearly £4bn of client assets. We don't believe in "star managers", instead preferring the structured, disciplined and institutional approach from a team of highly experienced investment professionals.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

Vestra Wealth

Vestra Wealth is a partnership established in 2007, delivering truly independent wealth management services.  We provide exceptional investment expertise normally only found in global firms, but in a genuinely personalised and thoroughly transparent manner are designed around the needs of the client, rather than being product-driven

We have access to the resources and expertise of leading global investment firms, whilst retaining the flexibility to source niche opportunities that can often be overlooked by larger institutions.

investment process: our Investment Team have the common aim of delivering recommendations where the interests of all parties can be aligned. Our sophisticated and robust investment process incorporates high conviction and dynamic portfolio construction with flexible and active portfolio management. This is combined with a focus on risk management and monitoring.

uncompromised independence: we are committed to the concept of independence, where we are free to access the best ideas and investment managers from across all asset classes with no bias.

We have developed a range of risk-graded, multi asset class model portfolios on the Ascentric platform that enable you, the adviser, to retain control of your client’s account whilst giving them access to a full discretionary service.

We have been managing money on platforms since November 2009 and, as a result, have a great deal of knowledge on the issues facing advisers and are, therefore, able to assist in the outsourcing of investment management to us as a third party.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

Wells Capital Investment Solutions

Company Profile

The team at Wells Capital have provided independent fund research to the IFA community for over 10 years, this was extended to offer discretionary fund management services in 2007.

We work exclusively with IFA’s who recognise their clients’ needs for professional investment management in conjunction with the wider advice they are giving, so providing a clear distinction between the roles of the adviser and the investment manager. We recognise and value the importance of the adviser’s underlying relationship.

 
With a team of fund managers that have a diversity of skills, knowledge and experience, we have the resources in-house to make instant investment decisions to reinforce your client portfolios.

Why Wells Capital?

• We work exclusively with IFAs and will not intrude on the client-adviser relationship.
• Our Ascentric model portfolios are multi-asset portfolios using collective investment schemes.
• We offer 4 core and 2 specialist investment strategies designed to align to a client’s risk profile.
• A clear and transparent charging structure

Investment Process
We apply a combination of a top down macroeconomic approach to asset allocation together with a bottom up approach to fund selection to create a portfolio that is designed to match the designated risk profile.

All the funds selected for the portfolios have been through a rigorous research process by the investment team before being approved for inclusion within the models..

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.

Williams de Broë

Williams de Broë combines the very best traditions of private client portfolio management with contemporary investment techniques, in a modern and friendly environment.

With access to the expertise of a dedicated investment manager, together with our robust investment process, we establish and manage bespoke strategies for our professional intermediary partners. We work closely with each adviser to understand their requirements then agree a suitable risk based investment approach for each strategy we develop.

It is our intention to forge strong relationships with each adviser with regular dialogue, review meetings and supported by fact sheets and other marketing materials.

The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.