Flexibility is at the heart of our investment offering. With over 4,0001 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.
1As at April 2021
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.
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 can fall as well as rise and isn’t guaranteed. Clients may get back less than they invest. Your clients should be prepared to hold the investment for at least five years – ideally longer.