We offer a range of discretionary model portfolios, run with a multi-asset funds-based approach, designed to help achieve your clients’ investments needs.
We offer a range of portfolios actively managed by highly experienced, specialist investment professionals, who previously managed award winning funds within large investment houses.
We work exclusively with IFAs; our portfolios are designed to complement and enhance the advisor’s business model, with the advisor owning and controlling their client relationships.
We’re committed to developing long term partnerships with IFAs, providing regular updates, literature and ongoing support to improve client communication and help adviser firms grow.
We adapt our service to suit requirements, offering help and support across such areas such as profitability, efficiency, regulation and environmental, social and governance propositions.
We can prepare portfolio literature that features your company’s identity, using your branding, logo and colours to give a bespoke, personal look when you interact and communicate with your clients.
Through our portfolio options, we offer choice, clear objectives and regulatory alignment, with extensive platform access and no minimum or maximum investment levels.
Our multi asset approach, together with the blending of fund styles ensures that our portfolios are diversified and are well positioned to produce positive returns over a market cycle.
The team’s experience in previously managing a thematic fund allows us to embrace more esoteric funds that might prove difficult for some fund managers to incorporate within their asset allocations and/or risk budgets.
Our investment process is a continuous exercise which is based on MAIA’s initial strategic asset allocation.
We continually monitor funds’ asset allocations relative to benchmarks and undertake an ongoing review of fund selections.More about our process
A team with a wealth of knowledge having previously managed award winning funds within large investment houses.
With over 85 years’ combined investment management experience, we’re proud of the knowledge at our disposal.More about key people
We are very excited to announce that CityWire Wealth Manager Investment Performance Awards 2023 has just revealed its shortlist, with MAIA selected for Best Balanced Portfolio.Click here to find out more
Following the release of the CityWire Wealth Manager Investment Performance Awards 2023 shortlist, we are delighted that MAIA has also been selected for Best Small Firm.Click here to find out more
This website is aimed at Independent Financial Advisers, please tick the box to confirm that you are an IFA before entering the website.