Spend more time with your clients
For advisers, running an investment proposition can be time-consuming, costly and heavily operational – taking up resources that could otherwise be spent focusing on your clients.
A centralised investment proposition (also known as an Outsourced Chief Investment Officer service or OCIO) can alleviate these pressures. You’ll have more time to spend with your clients, as well as the confidence that their investment needs are being met by dedicated investment management specialists.
Why outsource your investment proposition
Free up your time
Dedicate more time to building client relationships and outcomes
Expand easily
Grow without being restricted by operational setup
Increase efficiency
Enhance your business’s operational effectiveness
Grow in value
Increase the future value of your business ahead of a potential sale
De-risk
Mitigate risk in the face of increasing regulation
Work with outsourcing experts
Meeting a full range of client needs is vital for growing your business, but building your in-house capabilities isn’t always possible.
We’re expertly placed to provide our IFA partners with a flexible outsourced investment framework. Our teams have worked with financial advisers through years of industry changes and understand the unique challenges firms face.
Breadth of investment expertise
Our highly analytical centralised investment process is supported by over 70 in-house specialists, who conduct in-depth research and continuous monitoring to achieve the best possible returns for your clients.
Flexible range of investment services
We can tailor our investment services to meet your client’s precise needs. This can include discretionary investment management, unitised solutions, model solutions and stockbroking services – each of which can be tailored to your business.
Choice of platforms
All our services are offered either direct or via industry-leading third-party platforms, giving you and your clients a variety of options.
Risk mitigation processes
By outsourcing all or part of your investment management process to us, you’ll gain access to our proven, well-resourced investment governance structure, helping to mitigate and reduce risk within your business.
A proposition developed on your terms
You know your clients best. It makes sense that, as far as possible, you’re the architect of their investment solutions – even when outsourcing them.
We have deep experience in building bespoke centralised investment solutions for entire firms - designing and implementing propositions unique to each organisation. You decide how much or little you need and guide our approach.
Design
We work with you to design a proposition that meets the specific requirements of your business and clients. You’re free to use as much of our offering as you need:
- Fund research and selection
- Asset allocation
- Portfolio construction and implementation
- Model design and management - in-house and through platforms
- Investment Committee expertise
- Risk management, governance, and Consumer Duty processes
- Client-facing communications and literature.
Build
We construct suitable propositions and risk profiles within the appropriate structures on your platforms of choice.
Implement
We create and execute an implementation plan for your investment proposition, to meet the needs of both new and existing clients and save you time and operational costs.
Service
We provide you with ongoing adviser support and a client-centric service proposition that suits your requirements and working style.
