Our Partner for Personalised Investment Management Services

When arranging investments for our clients we are able to use a wide range of product types.  In the main we use various forms of collective investments which are managed professionally by external fund managers.  In recent years, access to the Cofunds Fund Supermarket and, more recently, the Nucleus Wrap, has increased the ease with which we can administer clients’ investments.

We have been keen to promote multi manager funds to our clients as these introduce an additional layer of fund management.  Although this additional layer has to be paid for, the benefits to clients from the provision of more active asset allocation, have been clear, especially during the unprecedented markets of 2008.

We are now very excited about the new portfolios which are available to clients through the Nucleus Wrap.  These risk-rated portfolios have been put together by Old Broad Street Research (OBSR) and will be reviewed by them quarterly and automatically rebalanced by Nucleus.

All of the investment strategies, products and funds that we use for clients are still based on collective investments.  This means that when you invest through us you own a small slice of a very much larger investment fund which is managed on behalf of all of those who have decided to invest.  Such funds will typically have between £20m and £500m invested in total and in some cases may have grown to around £2bn.

We are aware that some clients would prefer to have all or part of their investment portfolio managed on a more individual basis.  To cater for this we are delighted that we can now offer our clients the services of Citi Quilter.