Portfolio Platform

Bespoke Investment Portfolios – Fund Research

Responsible fund research and fixed income security to take the worry and hard work out of your portfolio construction.

Online access to risk rated Investment Portfolios that have been carefully selected by our associates, Asset Allocation Research, to allow you to formulate a bespoke investment strategy.

For hassle free, fund research, retirement investments.

Fixed income, lump sum investment, asset backed investment strategies

We provide:

  • Monthly market commentary on current market conditions and market outlook
  • Quarterly reviews, detailing performance of the Model Portfolios
  • From the previous quarter and also since inception
  • Quarterly re-balancing in line with risk profiles and changing market conditions

Existing Life company funds:

Access to risk rated portfolios selected from the range of funds available via your current provider.

This is a unique service that ensures the investor can maximise the returns on their existing savings plans, offshore pension fund and / or Portfolio Bonds.