Advisers

A partner for your investment offering.

 

Model portfolio

Your model portfolios should provide consistency and scale across your investment offering. We work with you to construct model portfolios that are fit for purpose for your clients and the current market environment.

Approved product list

Our manager research capabilities can support you in the creation and ongoing review of your approved product list.

Tactical asset allocation

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In addition to the core strategic decisions, it can be useful to consider tactical positioning as and when the market presents opportunities. We provide models and systematic signals that can help support conviction in making tactical decisions.

Our Thoughts

In the eye of the storm with cat bonds

Uncorrelated returns or an investment catastrophe.

Changing of the guard

Investment products may be at a turning point.

Is it time to gold-plate your portfolio?

Will gold continue to move up? Or is this an early sign of a bubble?

Would you like some income with that?

A few words of caution on income strategies in the investment industry.

See the future with asset allocation

Forecasting future returns is less about predicting the exact future and more about being prepared for a variety of scenarios.

Keep healthy with thorough manager selection

Avoid sugar highs that are short-lived. Focus on including the best ingredients in your investment portfolio.

Let’s Get Started 

We’re here to help.