Managed portfolio panel
The managed portfolio panel gives you and your clients access to outsourced investment expertise through a panel of discretionary fund manager (DFM) model portfolios. This provides you with the opportunity to spend more time with your clients and focus on holistic financial planning.
Leading investment managers
Our panel includes trusted brand names in discretionary models, offering portfolios aligned to a range of strategies and risk profiles, supporting clients with lower value assets (compared to the typical values required for bespoke discretionary management), at an affordable price.
You can view a full list of our investment managers below.
Fair pricing
There's no charge for accessing the panel or for trading. The only charges applicable are the investment manager’s, which are typically 0.25% and our standard platform charge which starts from just 0.25% for the first £300k invested, giving access to a platform and an outsourced investment solution from just 0.50% (pa).
Supporting your asset allocation
If you carry out your own asset allocation and fund selection, you can build and rebalance your own model portfolios through James Hay Online. If you need support to do so, please contact your Business Development Manager.
We provide one of the widest investment ranges of any platform, from cash, funds and investment trusts all the way through to commercial property and third party investment managers.
The managed portfolio panel gives you…
You retain the relationship with your client while the DFM manages and rebalances the models through our platform without the need to access client information.
A range of strategies and risk profiles to satisfy diverse and changing client needs.
Models on the managed portfolio panel are constructed using the 3,700 funds available through our investment centre. This provides both you and the client with full visibility of the underlying funds and performance which, compared to multi-manager funds or full DFM, can be viewed in James Hay Online. Stay in control with access to performance reporting and daily valuations.
Adding, or moving a client between managed models through James Hay Online is simple. You can also set up regular automated investments or withdrawals from the model on a proportional basis in order to meet client income needs.
The panel lets you carry out full due diligence to find the most suitable model for your clients.
The 7IM Model Portfolios are a risk-rated range of model portfolios designed to complement the planning approach for advisors.
7IM Model Portfolios employ the same process and discipline we use when managing 7IM funds – Strategic Asset Allocation (SAA) – the longer-term and backward-looking view – combined with, where appropriate, Tactical Asset Allocation (TAA) – the short-to-medium forward-looking view.For further information visit the 7IM website or contact our team:
We provide data-driven investment models for forward-thinking financial advice firms that value clarity, consistency and fair cost.
Our team are obsessive about creating efficient, evidence-based investment solutions. Our mission is to simplify the needlessly complex, while providing you and your clients with clear explanations for all our decisions. These core principles are the foundations that underpins 8AM Global and has made us, the advisers we work with, and their clients, so successful.
We primarily manage the 8AM AQ MPS (three ranges; an active/passive blend, a sustainable range and a global range, at 0.15%) but also offer bespoke model services in partnership with adviser firms who want more involvement in the investment process.
For further information on the service visit the 8AM website or contact the team:
We are a specialist wealth manager that promotes a long-standing culture of consistency and excellence, whether in the performance of our portfolios or the service given by our staff.
For over 30 years we have been committed to providing wealth management solutions to advisers and their clients in the UK and around the world, and by working closely with advisers, we ensure that our services support their role as a trusted adviser and benefit their client.
We are part of the Bordier Group, which is built on solid foundations with a strong tier one capital ratio of over 25%. Established in Geneva in 1844, and operating in six countries across three continents, the Bordier Group manage assets of circa £9.4bn for approximately 4,000 families as at 31 December 2017.
Platform Managed Portfolio Service
The five actively managed Platform Managed Portfolio Service (PMPS) investment strategies offer a high quality, affordable way for professional advisers to manage client assets on the James Hay platform.
The strategies are managed by our experienced Managed Portfolio investment team and benefit from our robust centralised investment process, which is designed to contain risk and volatility to acceptable levels, and to ensure that portfolios are managed within the chosen strategy’s mandated equity risk tolerance.
Each strategy (Defensive, Cautious, Balanced, Growth and Adventurous) has a different level of risk and potential return, with risk categorised by equity market exposure which increases in increments of 20% for each strategy.
Why PMPS
- Strategy asset allocation is actively managed and incorporates our Investment Committee’s tactical asset allocation decisions.
- Global investment approach which considers a wide range of asset classes.
- Investment strategies are monitored by our central Investment Committee to ensure consistency of performance from one portfolio to another.
- Portfolios benefit from the collective experience of our Investment Committee with an average experience of 20 years plus.
- Portfolios are positioned from a forward-looking perspective, often with a short-term tactical overlay in specific investment sectors.
- Portfolio diversification of between 20-30 individual holdings (dependent on the selected strategy).
- Models rebalanced at least quarterly to negate effects of portfolio ‘drift’.
- Investments held within the strategies are continually monitored by our Research team and replaced where concerns arise with regards to performance or positioning.
- Use of institutional share class investments where possible to help maintain a cost effective ongoing charges figure (‘OCF’).
- Performance benchmarked against Asset Risk Consultant Private Client Index (‘ARC PCI’) and 3-month London Inter Bank Offer Rate (‘LIBOR’) in the case of the lowest risk strategy (PMPS Defensive).
Contact us
New business enquiries
Platform management enquiries
Brooks Macdonald Group is an independent company that specialises in providing investment management services in the UK and internationally. The Group, which was founded in 1991 and began trading on AIM in 2005, has discretionary funds under management (FUM) of £11.9 billion as at 31 December 2018.
Our platform Managed Portfolio Service (MPS) is a discretionary investment management service consisting of ten portfolios, each with their own risk profile and objective.
MPS portfolios are managed by a dedicated team of experienced investment managers, in line with our centralised investment process.This structure allows clients to benefit from our award-winning investment management capabilities.
Past performance is not a reliable indicator of future results. Investment may not be suitable for everybody and potential investors should take their own independent advice.
Since the foundation of Charles Stanley in 1792, we have created financial security for many tens of thousands of people. Today, we offer modern and efficient investment solutions so that financial advisers can help their clients achieve their financial objectives.
Our Managed Portfolios are a discretionary fund management service designed to meet a diverse range of client needs, including income, growth and wealth preservation. They are available on the James Hay Platform within all the tax wrappers and offer a competitive fee structure. Advisers receive high-quality ongoing support including regular performance and market updates.
Our UK-based investment teams use a rigorous portfolio construction process built on over 30 years of asset-allocation experience. They draw on Charles Stanley’s fund research and data services to identify high-quality funds that are best suited to implementing their strategies. Clients will have access to a truly global perspective and a range of asset classes for a fully diversified portfolio.
Our Managed Portfolio Services can help enhance your investment offerings, strengthen client relationships and streamline your business. Together, we bring your clients the best of both worlds: a plan you’ve tailored to their goals, that has all the advantages of professional portfolio management.
Managing an investment portfolio is a complex challenge, requiring constant monitoring and support. Launched in September 2012, our Active Managed Portfolio Service (MPS) is designed to address these issues, providing six risk-mapped portfolios to meet your clients’ needs. The portfolios are checked by independent providers of risk profiling services – Dynamic Planner, Synaptic and Defaqto. and built using a range of investment tools including open-ended funds, investment companies and passives. This structure offers diversification by asset class and product type, giving our investment managers the flexibility to respond to changing market conditions.
Evelyn Partners’ purpose is to ‘place the power of good investment advice into more hands’ and believe we are uniquely placed to support financial advisers and their clients navigate the ever-changing investment landscape to achieve their goals.
At FE Investments, we are committed to providing you and your clients with a Discretionary Fund Management (DFM) service that can be depended upon: in our view, understanding your perspective and that of your clients is essential.
We deliver independent portfolio management that combines our hallmarks of simplicity and clarity, with our focus on risk and diversification. Ultimately this will meet the needs and requirements of both the adviser and their clients.
This objective permeates the service we provide to you, from our clear, jargon free portfolio reports to our regular market updates, governance reports and the variety of portfolios on offer. We keep our services simple, transparent and cost effective.
Our investment philosophy is distinct: we focus on controlling risk and maximising diversification.
Since launching in 2015, we have been proud to become a multi-award winning DFM and one of the fastest growing DFMs in the market place*
*Platforum report 2019.
About our models
We aim to deliver portfolios that meet the needs and requirements of a broad range of investors. The foundation to the portfolios is our trademark portfolio construction process: we aim to avoid the inherent risk of predicting the future of global markets, whilst maximising diversification.
Some of the benefits of our range of portfolios are:
- Highly diversified, risk targeted portfolios – we offer a range of portfolios that focus on risk management and diversification.
- Active management – we believe that active management can deliver superior diversification and risk management benefits.
- Focus on costs – we aim to balance the benefits of active management with the cost of investment management.
- Extensive reporting – each portfolio range is designed considering the adviser and end client. The literature that we provide aims to satisfy the needs of both.
- Scalability – with our process, reporting capability and robust end to end integration with FE Analytics, more time can be spent working with clients.
- Regular communication – we provide you with regular updates, providing you with opportunities to engage with your client.
Key features
- An unbiased and independent research process
- Optimised to deliver maximum diversification benefits with strict portfolio risk boundaries
- A range of portfolio ranges to suit all client needs:-
- Hybrid models
- Mosaic models
- Responsibly managed models
- Natural Income models
- Decumulation solutions
- Term weighted portfolios to cater for all client needs
- Full training and guidance on how to get the most out of the service and incorporate within your current business process
- Strict rebalancing and portfolio switches half yearly or quarterly (depending on the portfolio), coupled with ongoing monitoring with the ability to react to market events and change the portfolios as necessary for your added peace of mind between set dates
- No minimum investment amounts
- Weekly market commentaries and quarterly market outlook
Contact us
Our Tailored Portfolio Service (TPS) is a customised portfolio design and investment management proposition, created to meet the specific requirements of UK financial advice firms.
- Our tailored approach delivers all of the traditional benefits of outsourcing, including operational and admin efficiencies and risk reduction.
- If you are considering outsourcing, a solution constructed specifically for your business can deliver so much more than using ‘off the shelf’ alternatives.
- Our Tailored Portfolio Service aims to help you deliver an enhanced investment proposition that supports your business, whilst targeting improved client outcomes.
- We believe that, in most instances, advisers adopting our TPS service will reduce their client’s investment costs, while having the potential for improving returns and lowering risk.
Hymans Robertson LLP
Established in 1921, Hymans Robertson LLP is one of the UK’s leading independent firms of investment, pensions, and risk experts, employing over 1,000 staff. The firm has over c.£350bn of assets under influence, serving many of the UK’s largest institutional clients, from household name corporates through to the UK’s largest local authority pension schemes.
Hymans Robertson Investment Services (HRIS)
HRIS is fully owned by Hymans Robertson LLP, providing dedicated investment management for the UK retail advised sector. Hymans Robertson’s scale provides HRIS with access to in-house data, forecasting technology, investment research (including responsible investments insight) and robust governance, beyond that of most other retail DFM operations. HRIS also uses its in-depth comparative research and buying power in an effort to secure lower fund costs for our advice firm partners.
If you would like further information on accessing our services, please do get in touch.
Contact details
Joy Fraser
Head of Client Delivery
Founded in 2008, LGT Wealth Management are a UK and Jersey-based partnership between LGT, wholly owned by the Princely Family of Liechtenstein, and the executive partners of LGT Wealth Management.
Our investment solutions are designed with a clear understanding of clients' needs and are provided on an unbiased and whole of market basis. Our fresh approach to wealth management includes a discretionary model portfolio service where we are committed to providing the highest level of service to advisers and their clients. We always take a long-term approach to our decisions, avoiding short-term actions that may compromise the stability of our firm, and crucially, the trust of our clients.
Model Portfolio Service (MPS)
By working with you, we are able to draw on our varied skills and knowledge, allowing us to meet the unique needs of your clients. We offer a Model Portfolio Service (MPS) which includes the following:
- Six diversified risk rated portfolios, available on a range of third party platforms and in LGT Wealth Management custody
- All portfolios are mapped to all leading risk profilers (EValue, Finametrica, Distribution Technology, Oxford Risk)
- Risk managed and volatility controlled portfolios
- Targeted returns ideally suited to cash flow analysis and financial goal setting
- Structured monthly reviews combined with continuous monitoring
- Extensive range of literature both for clients and to support the adviser
- Up to date information available via iPhone and Android apps
- Nationally based sales team providing you with a local contact
Clients have benefited from our award winning MPS portfolios since 2009. Our MPS discretionary service is managed by a team of experienced investment managers. Our investment services have a centralised investment process, combining the experience of our investment managers with the in-depth knowledge of our dedicated research team. We provide a transparent charging structure and currently as a firm, we have £30.0bn in AUM (as at 29 February 2024).
Contact details
Model portfolio services
Liontrust is a specialist fund management company that takes pride in having a distinct culture and approach to running money. The company launched in 1995 and we are an independent business with no corporate parent. We believe in the benefits of active fund management over the long term and all our fund managers are independent thinkers with the courage of their convictions in making investment decisions. We focus on areas of investment in which we have particular expertise, with seven fund management teams at present: five that invest in UK, European, Asian and Global equities, one that manages Multi-Asset portfolios and a Sustainable Investment team.
Managed Portfolio Service
The Liontrust Managed Portfolio Service (MPS) offers a broad range of 14 target risk portfolios (eight growth and six income) on James Hay that are actively managed by experienced fund managers John Husselbee and Paul Kim of Liontrust Investment Partners LLP. The range of portfolios is designed to enable your clients to choose those that are managed according to the level of investment risk appropriate to them and which will help them to reach their investment goals through changing economic cycles and environments. The MPS and investment process are designed to achieve two main objectives:
- To achieve maximum returns for each model portfolio within the pre-determined volatility range.
- To deliver the outcome expected by investors dependent on their appetite for risk.
The portfolios provide your clients with diversification across a range of different funds, fund managers, geographical regions and asset classes.
We are committed to supporting IFAs and their clients, producing a range of adviser and client-facing literature and offering dedicated sales and marketing support and fund manager access.
Countless advisers know Morningstar as a leading provider of independent investment research, but less realise Morningstar Investment Management Group manages more than US$207 billion in assets under management and advisement (at 30 September 2018).
In fact, Morningstar Investment Management Europe, through its Managed Portfolio unit, creates investment solutions that combine award-winning research and global resources with proprietary Morningstar data.
Drawing from our global resources, we use objective research from Morningstar to create a range of portfolio options for clearly defined risk profiles. Each portfolio is built for the long term and managed with a keen eye on risk. We combine risk profiling, renowned asset-allocation research, shrewd investment selection and professional investment expertise in our Morningstar Managed Portfolios.
Active portfolios use a valuation-driven asset allocation and active management to deliver outcomes. They span equities, fixed-income and alternative investments, providing exposure to a broad range of return drivers that can be weighted according to our expectations for risk and returns.
Income portfolios are intended to provide a stable income in the context of attractive risk-adjusted returns. By focusing on income stability (not just the current yield), our service can provide realistic and risk-aligned income portfolios you can use as part of a long-term investment plan for your clients.
Passive portfolios are the purest reflection of our asset-allocation strategy. Because of their straightforward composition, passive investments do not face the same possibility of investment style drift as vehicles under active management. Our passive series features exact expressions of our asset-allocation targets for each risk level.
We also support financial advisers in a myriad of ways. Together, our platform-based discretionary portfolios can help enhance your investment offerings, strengthen client relationships and streamline your business. Our ambition is to bring your clients the best of both worlds: a plan that you’ve tailored to their goals with the advantages of professional portfolio management.
Finally, our portfolios are supported by access to Morningstar’s risk tolerance questionnaire, regular detailed reports and a dedicated adviser support team.
The Managed Portfolio Service (MPS) has been launched exclusively for the adviser market and is designed to provide discretionary fund management to clients for whom a bespoke service may not be necessary or cost-effective. It is administered on the James Hay platform and is structured to preserve the client–adviser relationship.
Advisers can select from five risk profiles, with each portfolio benefiting from the insight and expertise of RBC Brewin Dolphin’s award-winning Research team and a track record stretching back to 2008. In addition, support is provided by 17 Business Development Managers across the country dedicated to servicing the adviser community.
Schroder Investment Solutions, led by Chief Investment Officer Alex Funk, manages a range of diversified investment solutions. We have the skills, experience and resources to help you to navigate today’s increasingly complex global financial markets and to successfully manage the risks as well as addressing the regulatory and administrative burdens associated with constructing and managing portfolios. Bringing together your strengths and ours can give you more time to focus on client relationships and building your business.
Schroders have managed multi-asset mandates since 1947 with over 100 investment professionals globally; this team provides proprietary strategic asset allocation, asset class views and positioning for our solutions.
Our model portfolios follow a rigorous and repeatable investment process that revolves around managing the risk in a portfolio to align with the client’s expectations agreed in their financial plan. The solutions also take advantage of both our inhouse economics team for global macro analysis and Rayner Spencer Mills Research (RSMR) for independent whole of market fund research who provide a short list of ‘best ideas’ for our portfolios. We have three key investment strategies, each managed according to the client’s attitude to risk, these are
- Active - nine actively managed, risk mapped model portfolios investing in actively managed funds and one income model, targeting a sustainable level of income
- Sustainable - six actively managed, risk mapped model portfolios aligned to sustainable values, with detailed quarterly reporting showing the impact of the investments against a number of UN Sustainable Development goals using Schroders’ proprietary tool, SustainEx.
- Strategic Index - nine actively managed, risk mapped model portfolios investing predominantly in passive funds
We have a wide variety of engaging and relevant content designed to support your conversations with clients. Please visit our Solutions website to view these and our digital fact sheets.
To find out more about the Schroders model portfolios just contact your usual Schroders representative. Alternatively please call our Business Development Desk on 0207 658 3894 or email solutions@schroders.com.
Key Tatton facts:
- Annual fee 0.15% is the lowest in the UK market.
- £17.52bn AUM as at June 2024.
- Only available through Financial Advisers.
- Discretionary services and portfolios, including total return, income and ethical investments, managed actively, passively or a combination of both.
- Five dynamically managed portfolio ranges with up to six risk rated diversified fund portfolios
- No fixed rebalance, rebalancing occurs when it is in the interest of the client, not on a set date basis.
- Four times winner of Best Investment Service by ILP Moneyfacts Award in 2024, 2023, 2022 and 2021 voted for by Financial Advisers.
- Awarded Best Outsourced Investment Firm by Professional Paraplanner Awards in 2021, 2022, 2023 and 2024.
- All portfolios have a Defaqto 5 Star Rating.
Contact us:
Justine Randall – Chief Commercial Officer
M: 07909 094 282
E: justine.randall@tattonim.com
W: https://www.tattoninvestments.com
Waverton Investment Management (originally founded as J O Hambro Investment Management in 1986) is an independent investment management house, dedicated to providing a high quality service for your clients. Our resources are focused on achieving one aim - generating superior investment return for your clients. We are single minded in our approach - dovetailing with the financial and tax planning advice provided by financial planners.
The Waverton model portfolios are available exclusively to clients of financial planners to provide a cost effective and efficient means of investment:
- Portfolio range for a wide variety of risk profiles
- Real return investment objectives
- Diversified investment in a variety of asset classes
- Defined risk and volatility parameters
- Expertise in alternative assets
- Available through the majority of investment platforms
- Risk rated by Defaqto; Dynamic Planner; Synaptic Risk
- DFM rated by Rayner Spencer Mills Research
For further information please visit our website: www.waverton.co.uk
Contacts
Julian Polnik
Head of Adviser Services
020 7484 7419
jpolnik@waverton.co.uk