Solutions Bespoke Solutions
Your investment partner for the long term.
We understand that not all advice practices have the same needs and sometimes they require a tailored solution. That is why we offer different bespoke packages that can be adapted to fit your practice needs.
Our custom solutions have a minimum FUM requirement, but we have different options that can accommodate most practice sizes. We view this as a long-term partnership, and we want to simplify your managed account investment journey and your clients’ transition as much as possible.
Full bespoke portfolio
This is a private label portfolio. It can be tailored to reduce fees or to make it easier for your clients to transition to a managed account. This can involve:
- Investment committee participation and assistance with your compliance requirements (investment philosophy, investment committee charter and AA policy).
- It also comes with customised communication and access to our goals-based advice tools.
Bespoke communication
This package offers you:
- Monthly reports on portfolio performance with your brand guidelines.
- A personalised drive for your practice and the option to put your brand on various marketing documents.
- We can also help you with your investment philosophy and give you access to our tools for goals-based advice.
Bespoke service levels
Our services are flexible and can be tailored to suit your practice's needs. This may involve:
- Frequent webinars with one of our portfolio managers, regular investment committee participation and client events or webinars.
- We also have packages for self-licensed groups that help comply with their licensee obligations, as we are very experienced in licensee research.
