Mainstream Online Web Portal

Investors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.

Managed investment solutions

Access a broad range of specialist investment capabilities designed to meet clients’ evolving needs

Depth, discipline and active management—all in one partner

Deep investment expertise

Access highly experienced investment teams with the depth and judgement to navigate complex markets.

Portfolios built for resilience

Manage risk through diversification, quality insights and portfolio protection strategies—particularly when markets are volatile.

Simplified portfolio management

Lean on strong operational capability such as investment implementation, portfolio administration and reporting.

Active asset allocation

Capture opportunities and avoid overpaying for expensive or unattractive areas through active management across asset classes, sectors and market cycles.

Global & sustainable investment expertise

Our multi-boutique model brings together specialist managers from around the world including Barrow Hanley, J O Hambro, Regnan, Trillium and TSW, giving you access to diverse investment thinking and specialist capabilities.

We also draw on Regnan’s responsible investment research and stewardship to strengthen ESG insight across selected strategies.