Why MAIA?
Building diversified, actively managed, cost-effective
portfolios is in our DNA.
Experienced
Our experience, reputation and many years spent working in the industry positions us well within the marketplace.
Accessible
We offer direct access, via regular meetings, with the investment managers managing your clients’ money.
Partnerships
Committed to developing long term partnerships with IFAs, providing regular updates, literature and ongoing support.
Advisers often struggle to balance client service with the time-consuming work required to run a practice, including administrative activities, research, due diligence, investment transactions, reporting, compliance, training and professional development.
One solution is to free up time to focus on clients by outsourcing labour-intensive work that doesn’t make their services more valuable or competitive. Increasingly, advisers are deciding to recommend providers of risk targeted discretionary model portfolios, managed on a discretionary basis.
Your time can be freed up
Research by Investment Trends suggests the average adviser spends more than seven hours producing a financial plan and suitability report. Maintaining portfolios on top of this is a never-ending task, due to clients’ circumstances changing, market conditions and other factors. Every portfolio carries ongoing monitoring and reporting responsibilities. This can be outsourced to an MPS manager.
You can focus on what you do best
According to research by Morningstar, financial planning decisions can lead to 23% more income for retirees. By using an MPS, you can concentrate on the real value of your service; making sure your clients’ financial affairs are in order. The performance of investments you recommend is a small part of your service, and it’s the outcome you have least control over. You can make a distinction between financial planning and managing assets by recommending MAIA Asset Management.
Access to investment expertise and resources
Financial markets and products are increasingly complex and it’s a challenge to evaluate the options available. It is a time-consuming task to monitor and manage the suitability of investments for clients’ portfolios. By appointing MAIA Asset Management, we can greatly reduce this burden by managing the portfolios on a discretionary basis as well as providing a constant supply of information and literature on markets and our portfolios. In addition to this, we carry out regular meetings to ensure you are fully up to speed with the portfolios and any activity which has taken place within the portfolios.
Reduce capacity issues and development expenses
Managing money in house utilises staff time, with related costs and training requirements. By using an MPS you can overcome capacity issues and development expenses and gain the support of a dedicated investment manager to help adapt and change to new demands, whilst building your business.
Our investment process is a continuous exercise which is based on MAIA’s initial strategic asset allocation.
More about our process
A choice of discretionary model portfolio options, each designed to offer a core solution for IFAs and their clients.
More about our portfoliosThis website is aimed at Independent Financial Advisers, please tick the box to confirm that you are an IFA before entering the website.