Discover how we're helping our clients
From gaining significant market share to ensuring consistency and control over processes, see how our products and solutions help our customers with their investment propositions.
Improve consistency, suitability and control
Our client is an adviser that's part of a large product provider. The team needed integrated suitability tools that covered the investor to the investment. The asset management team also needed to check whether any changes to the model portfolios kept the right risk level for investors.
Expand market reach and improve decision-making
We worked with this Discretionary Fund Manager as it was creating a portfolio of funds. The team had to be able to describe the level of risk to the advisers using it.
Create a highly successful fund with significant market share
One of our clients wanted to run a risk-targeted managed portfolio. It needed a methodology that could be described and justified as to how risk is managed. A fund for each risk profile was required, and a sensible asset allocation provided so the funds could be chosen accordingly.
- Gives the business the ability to run a highly successful fund for the last nine years, which has over £4bn AUM
- Lets the portfolio provide consistent performance while remaining on risk, even through turbulent markets
- Has helped the business gain significant market share