Flexibility is at the heart of our investment offering. With over 4,000* investment options available, we cater for clients with different investment needs – whether they’re building savings, approaching retirement or taking an income.

You can use our Risk-Managed Portfolios – a range of risk targeting multi-asset solutions – set up model portfolios, and build bespoke investment strategies. The aim is to help you create comprehensive investment solutions for your clients, quickly and efficiently – whether you’re catering for complex needs or more mainstream investment requirements.

*As at July 2020

Risk-Managed Portfolios

Some firms prefer the simplicity of using ready-made investment portfolios, governed and managed by experts. So, at the heart of our investment offering, we have a range of six Risk-Managed Portfolios designed to suit different client risk preferences.

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Building portfolios

We make it easy for you to build client portfolios, helping you research, monitor and compare investments so you can make the most of the wide choice available.

We also let you build fund shortlists, create model portfolios, set up automatic rebalancing, and analyse a client’s overall asset mix.

The value of investments may go down as well as up. Investors may get back less than they invest.

Hear from our investment experts

Market outlook webinar

(Length: 40 minutes)

Keep abreast of market changes and outlook with Richard Whitehall, Head of Portfolio Management.

Watch now

Market snapshot podcast

(Length: 15 minutes)

A brief update on market prospects from our investment experts.

Listen now

Investment news