What is the Managed Portfolio Service?

A range of model portfolios that spans lower risk to full equity risk. Available from £50,000, our Managed Portfolio Service provides a lower access point to a discretionary investment management service.

  • Diversified and actively managed
  • Can be held across all tax wrappers
  • Transparency of holdings
  • Available on our in-house custody platform
  • Access to institutional share classes due to economies of scale
Investment services for UK financial advisers