Investment Portfolios

We offer a choice of eighteen different model portfolios, actively managed by experienced wealth manager specialists, whose primary concerns are on optimum performance and maintaining consistent long-term results.

Each of these portfolios are designed to have different outcomes based on the level of risk willing to be accepted by IFA’s and their clients.

Having selected a number of the most popular platforms, Independent Financial Advisers can access our model portfolios through the following: 

Access via the following platforms

  • Advance by Embark
  • AJ Bell Securities
  • Ascentric
  • Aviva
  • Embark Platform
  • Fidelity Fundsnetwork
  • Novia
  • Nucleus
  • Quilter
  • Standard Life
  • Transact 
  • Zurich

Access to our portfolios

We offer 18 discretionary model portfolios that can also be accessed on the following platforms:

Would you like to discuss our investment proposition?
Speak to a member of the team today.