Ascentric

Ashcourt Rowan

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.

For the latest information, news and views from Ashcourt Rowan please watch the viideo below:

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.

Rowanmoor Pensions

At Rowanmoor Pensions we have over 25 years’ experience in the SSAS market and are the UK’s largest independent SSAS provider. We specialise in self-administered schemes and provide unrivalled, first-class support to our clients and introducers by offering innovative retirement and business financial planning solutions and award winning administrative services.

Our range of products include:

• Small Self-Administered Schemes (SSAS)
• Family Pension Trusts
• Defined Benefit SSAS

As well as acting as the independent trustee and scheme Administrator to all of our schemes we provide:

• a personal, portfolio based service
• a specialist team of SSAS technicians
• experienced regional consultants who are on hand to provide guidance and ensure member trustees gain full advantage from their SSAS
• specialist actuarial advice and calculations

In addition, our adviser fee agreement facility streamlines the process of settling adviser fees under a Rowanmoor Pensions SSAS or Family Pension Trust.

Rowanmoor Pensions is dedicated to providing a quality professional service, individually tailored to the meet the specific needs of each and every client.

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.