How we work with financial advisers

We partner with you to help you reach your clients’ investment objectives.

Whether they are in need of short- or medium-term investing, or retirement income, we have a range of specialist investments to help your clients.

Focused on your needs

We pride ourselves on personable, long-term relationships with our advisory clients.

Our relationship teams focus on getting to know you and your clients’ needs, so they are able to provide you with information about the most suitable products, as well as our experts’ thoughts on changing market conditions.

We have a range of products which may be suitable for your clients’ requirements. These include:

Specialist UK Funds

Equity_strategies_UK_equity-100x100

Specialist UK funds

Specialist UK funds which invest for income, growth and total return, alongside strategies for smaller companies and microcap investments.

International equities

RM-001-425-ICONS-INTERNATIONAL_EQUITIES

International equities

International equities including European, emerging market and global funds.

Macro and multi-asset based products

Macro_multi_asset_alternative_investments

Macro and multi-asset based products

Macro and multi-asset based products that may include equities, fixed income, credit, property, cash and currencies.

Speak to our team

Simon Smith

Head of Wholesale Distribution

Simon Smith

Head of Wholesale Distribution

Tom De Lisle

Sales Director, London

Tom De Lisle

Sales Director, London

Marcus Honig

Sales Director, London & South East

Marcus Honig

Sales Director, London & South East

Martin Canavan

Sales Director, North England, Scotland, Ireland & Isle of Man

Martin Canavan

Sales Director, North England, Scotland, Ireland & Isle of Man

Latest perspectives

Clear measurable objectives are needed in the fight for greater DC outcomes

Clear measurable objectives are needed ...

Article September 14, 2020

A Master Trust is often seen as a simple, all-in-one solution to DC pension provision.…

4 min read

River FOURcast: August 2020

River FOURcast: August 2020

Article September 7, 2020

Our 4 phase framework forecasts markets are in an Uncertain environment

4 min read

Focusing on the DB funding level misses the point – can you see the wood from the trees?

Focusing on the DB funding ...

Article August 24, 2020

Trustees and Sponsors have seen significant swings in the value of their investment portfolios, but…

4 min read

“Stay alert” – the power of the full investment tool kit

“Stay alert” – the power ...

Article July 20, 2020

The potential for larger than normal swings in investment markets in either direction is substantial.

4 min read