Ashburton Investments is a new generation investment manager building on a solid foundation to provide global investors with multi asset, specialist emerging market and equity products.
Founded in Jersey in 1982 and now with over £8.8bn under management, Ashburton Investments offers consistent and robust multi asset capabilities built to cater for clients’ evolving needs.
Our Portfolio Management Services team can solve the unique circumstances of private client structures and the increasingly complex demands of today’s underlying beneficial owners and beneficiaries. Actively managing risk across asset classes, the team select the most appropriate building blocks to tailor a client portfolio embracing modern instruments like exchange traded funds. Specialist in-house or external third party funds can be employed where effective to ensure each portfolio is setup to deliver maximum returns on the upside, while never losing sight of the core bedrock of long-term capital preservation.
The team, comprising Nick Lee, Nick Skiming and Veronika Pechlaner, are all based in Jersey and have 83 combined years in the investment industry and an average tenure of 18 years at Ashburton.
We offer a range of portfolio services to meet clients’ needs, available in sterling, US dollars and euros. Our portfolios comprise varied global instruments across asset classes to target diversification and risk protection.
Multi Asset Cautious Portfolio
With a focus on capital preservation and low volatility, this strategy aims to deliver inflation-beating, risk-adjusted returns over the long-term. With up to 40% global equity exposure, this portfolio is for investors who have a low to moderate investment risk appetite.
Multi Asset Balanced Portfolio
Find the balance between safety and capital growth with moderate volatility. With up to 65% global equity exposure, this is suitable for investors with a moderate appetite for investment risk.
Multi Asset Growth Portfolio
A capital growth strategy that targets higher risk-adjusted returns over the long-term. Up to 85% global equity exposure makes this suitable for investors with a moderate to high appetite for investment risk.
Bordier & Cie (UK) PLC is part of the Swiss private bank group Bordier & Cie, which was established in Geneva in 1844.
Bordier & Cie (UK) PLC is a specialist investment manager that promotes a long standing culture of consistency and excellence, whether in the performance of our portfolios or the service given by our staff.
Successful investment management must acknowledge the risks that investors face when constructing and managing a portfolio. Risk is inevitable in life, and we cannot eliminate it entirely in the portfolios we manage. However, our robust investment process is designed to contain risk and volatility to acceptable levels, and to ensure that your portfolio is managed within the risk tolerance agreed with you and your advisers at the outset.
We take a global investment approach and give consideration to a wide range of asset classes in our investment process. Our aim is to meet our clients’ expectations without incurring undue risk. We appreciate that in the vast majority of cases capital is not replaceable and great care must be taken to preserve it.
We reduce risk through:
Taking a multi asset approach. We invest across a broad cross section of asset classes, many of which behave differently to the stock market as a whole.
Having defined strategic allocation ranges in portfolios. Each portfolio is linked to an investment strategy with clearly defined allocation ranges for every asset class.
Making active tactical decisions. We position portfolios to reflect anticipated changes.
Investment in funds. We use funds in the construction of our portfolios rather than direct equities. We feel this is the best approach for our clients because the best talent tends to work in the funds industry and no one investment firm is good at everything. This approach also increases diversification, reduces overall risk in portfolios and enables us to implement asset allocation decisions quickly and efficiently.
Bordier UK is part of the Bordier & Cie group. The group is built on solid foundations, with a strong tier one capital ratio of above 20%. Established in Geneva in 1844, and operating in 6 countries across 3 continents, Bordier & Cie manage funds in excess of £7.7bn AUM for circa 4,000 families.
Brooks Macdonald is an award-winning provider of discretionary investment solutions. We offer a range of risk-managed investment solutions designed to meet specific objectives.
Founded in 1991 and floated on the London Stock Exchange in 2005, Brooks Macdonald now has 12 offices across the UK and Channel Islands and nearly £9 billion of discretionary funds under management. We work with a wide range of clients in the UK and internationally, including private individuals, trusts, pension funds, institutions and charities.
Investment services on the Novia Global platform are provided by Brooks Macdonald Asset Management (International) Limited.
Available through the Novia Global platform:
International Managed Portfolio Service
Access to our proven, centralised investment process is available on the Novia Global Platform through our International Managed Portfolio Service (International MPS).
Our International MPS is a multi-asset investment solution which provides a choice of six risk-managed model portfolios. Each model portfolio is designed to suit differing investment objectives associated with your attitude to risk. The portfolios can invest in a wide range of investment vehicles and asset classes in order to meet the level of risk required.
The International Managed Portfolio Service has been designed for professional advisers authorised to give financial advice, and who can recommend the most suitable portfolio for their clients.
International MPS Cautious Balanced (GBP)
A low-to-medium risk, cautious portfolio structured to provide a large degree of capital protection whilst providing an element of capital growth over the medium-to-long term. Capital growth investments will be made in a combination of stable and growth assets. Equity exposure is expected to range between 30-55%. The recommended investment time frame for this strategy is in excess of five years.
International MPS Balanced (GBP)
A medium risk, balanced portfolio structured to provide some capital growth, without full equity market volatility. Investments will be weighted towards growth assets, such as equities and property, with a lower weighting to stable investments such as fixed interest securities. Equity exposure is expected to range between 55-75%. The recommended investment time frame for this strategy is in excess of five years.
International MPS Growth (GBP)
A medium-to-high risk, capital growth orientated portfolio structured to provide high levels of participation in growth assets, with associated high levels of equity market risk. The majority of investments will be in growth assets, such as equities, property and other alternative asset classes of investment, with smaller allocations to stable investments such as fixed interest securities. Equity exposure is expected to range between 75-95%. The recommended investment time frame for this strategy is in excess of five years.
Contact our Adviser Solutions Team to find out more:
City Financial is a global independent investment management firm with US$4 billion in group assets under management. We offer a range of multi asset funds and model portfolios across the risk/reward spectrum. In addition, we offer nine differentiated alternative strategies.
Our multi asset funds and model portfolios are managed by a dedicated investment team led by Mark Harris. The team brings together experts in macroeconomic research, fund analysis and manager selection, with the aim of adding value at each stage of the investment process. We believe their range of experience sets them apart from their peers.
We offer three risk-rated Model Portfolios designed to suit different client needs, from cautious to adventurous investors.
Each model portfolio aims to deliver an outcome in keeping with the portfolio’s specified risk profile. In seeking to provide attractive risk-adjusted performance over the longer term, the asset class and style exposures may be adjusted over time to reflect a view of the best sources of future returns for the appropriate level of risk.
The strategic asset allocation incorporates a diversified range of asset classes, including but not limited to equities, government bonds, corporate bonds, alternatives and cash. The Manager may adjust the strategic asset allocation to reflect preferences for particular asset classes, geographies, sectors and investment styles that result from the investment process. Any such adjustments will be implemented in a manner that is consistent with the forecast volatility bands relevant to the Portfolio.
For more information about City Financial or our model portfolios, please contact:
Copia Capital Management is at the forefront of modern investing, drawing on both academic and institutional excellence. They offer cost effective, diversified, multi-asset portfolios for a given set of portfolio objectives - constructed using Exchange Traded Funds.
Investment philosophy and approach
Copia provides a Discretionary Fund Management service available via the Novia Financial plc platform for custody and administration in the UK, and via the Novia Global platform internationally. The investment approach uses proprietary quantitative algorithms as an asset allocation and risk management tool. Set up by Novia Financial plc in 2013, Copia offers a range of portfolios with different objectives to address different client needs.
A scientific toolkit designed for portfolio management
Copia’s proprietary toolkit comprises of three key capabilities for designing and managing portfolios:
1. Quantitative Investment Model
The model takes in hundreds of market and economic variables to estimate expected risk and return for different asset classes.
2. ETF Screener
There are approximately 1,800 ETFs available on the London Stock Exchange. Copia’s ETF Screener filters the ones that qualify for inclusion in their portfolios.
3. Optimisation Tool
Their optimisation tool looks at expected risk-return metrics of different asset classes and their correlations in order to create optimised portfolio weightings for a given portfolio objective.
The Copia portfolio ranges and investment process
The Copia portfolio ranges all have different objectives requiring varied approaches to portfolio design but using the Copia investment process and capabilities. They are designed and developed to address different Adviser considerations and targets to help support client needs – whilst all being managed to a consistent investment process throughout. Each portfolio range contains a selection of different risk profiles to help Advisers select the right portfolios for their clients.
The three states of the Copia investment process:
Set Portfolio Objectives to meet client needs
Focus on Asset Allocation to match and maintain those objectives
Deliver smarter Portfolio Construction with screened ETFs and realign
Whilst quantitatively driven, the investment team retains oversight and control over the entire investment process.
LGT Vestra offer a fresh approach to wealth management by putting the clients first and providing a transparent service, designed around what is right for them.
When we created LGT Vestra in 2008, our aim was to offer a fresh approach to wealth management. The plan was simple: put your clients first by providing a transparent service, designed around what is right for them.
In the years since, we have been turning this vision into a reality. The partnership ethos of our business has allowed us to attract some of the best talent in our industry and draw together in-depth experience from a number of disciplines. We offer an experienced, personalised, flexible approach to investment management across a range of asset classes.
After a successful nine years, we now have over £7 billion in funds under management, over 240 members of staff and 43 partners.
We offer a wide range of services and solutions. Available via the Novia Global platform is our Offshore Model Portfolio Service, illustrated below:
Offshore Model Portfolio
We offer a suite of six risk managed, unconstrained multi-asset model portfolios dominated in sterling, euro and US dollars. We have a suite of five “volatility” controlled model portfolios as well as an income led strategy which have been very successful in providing our IFA partners a credible, well managed “outsourced” solution for clients. The offshore model portfolios are managed and custodied from Jersey, and can also be accessed via a select range of third party platforms. There is a key emphasis on every offshore model to deliver superior risk adjusted returns over the medium to longer term.
Onshore we also offer a suite of five “volatility” controlled model portfolios as well as an income model portfolio.
Why choose our offshore MPS for your clients?
Our offshore MPS is a dynamic and forward looking investment proposition. We undertake to actively manage your clients’ assets, responding to changing market conditions and the opportunities that occur throughout the market cycle.
Our offshore MPS allows your clients to benefit from our well-researched investment solutions that may not be as accessible in their country of residence.
Our offshore MPS can provide your clients protection from a depreciating domestic currency.
Our offshore MPS allows your clients to access our award-winning investment expertise and enjoy reduced portfolio risk by having their assets managed and diversified internationally.
Our offshore MPS is attractive to a broad range of “internationally focussed” clients such as non-UK domiciles, traditional overseas based investors, offshore trust and fiduciary companies as well as retirees in QROP and QNUP structures.
The Marlborough Group has an award-winning investment team, a 30-year pedigree and over £11 billion of assets under management.
The Marlborough Group has an award-winning investment team, a 30-year pedigree and over £11 billion of assets under management. Although it is a rapidly growing business, Marlborough remains resolutely privately owned. This means its objectives are aligned with those of its investors, and can therefore focus on delivering exceptional results without distraction.
Most investment management businesses will claim to have highly experienced fund managers and a ‘unique’ investment process. Who would want to deal with a business that didn’t? However, exceptional returns are the exception by definition. It is those returns that set Marlborough apart.
Why choose Marlborough:
World-class investment expertise. Our Managed Portfolio Service provides access to award-winning Marlborough funds managed by specialist teams which have been in place for more than a decade. Citywire identified Marlborough’s flagship Special Situations Fund, run by Giles Hargreave, as one of the world’s top ten performers over a decade across all asset classes. Tilney Bestinvest recently named Giles the UK’s number one equity fund manager after he achieved the most consistent outperformance of all managers analysed. Marlborough has five Citywire-rated managers running the underlying funds.
Breadth of investment opportunities. Marlborough’s seven risk-graded portfolios invest in funds covering the major asset classes and include a number of successful multi-cap equity strategies, designed to generate alpha while providing important diversification benefits.
A truly experienced team. The Managed Portfolio Service (MPS) team is led by Marlborough’s Deputy Chairman, Nicholas Cooling, and members have more than 60 years’ combined investment experience. Marlborough’s award-winning Investment Director, Geoff Hitchin, provides support and input at a strategic level and the MPS team has direct access to the managers of the underlying funds.
Independent thinking. Marlborough’s managers are given the flexibility and authority to employ the flair on which their success has been built, free of House View constraint. They have at their fingertips the huge array of resources you would expect from a major investment house, without sacrificing agility and independence.
MitonOptimal provides intermediaries with a choice of fully tailored portfolios, international managed model portfolio solutions and a unitised multi-asset Core Fund range.
Founded in 2002, the MitonOptimal Group is owned by its management and directors. As an owner managed business, we believe the objectives and priorities of clients, staff and shareholders are much more closely aligned in a partnership model.
MitonOptimal Portfolio Management (CI) Limited is a wholly owned subsidiary of the MitonOptimal Group which specialises in providing portfolio management services for financial advisors, trustees and their clients.
As a team of highly experienced investment professionals, we understand the complex financial landscapes that advisors and trustees manage for their clients and are cognisant of the level of care and attention that is required when considering the suitability of a new investment manager.
MitonOptimal provides advisors with a choice of our fully tailored portfolios, international managed model portfolio solutions and our unitised multi-asset Core Fund range.
Our business has steadily grown, since its establishment in 2002, to approximately US$750m in assets under management. With offices in South Africa, Guernsey, Singapore and the Isle of Man we offer a global perspective and appreciate the importance of cultural as well as financial aspects of managing wealth.
Whether your clients are seeking wealth preservation for legacy planning purposes, capital growth or income generating portfolios you will have direct access to the key decision makers that sit on our International Investment Management Committee. We take a long-term approach to managing portfolios and invest time and care into building long-lasting relationships with advisors and their clients through face-to-face meetings, regular correspondence and open lines of communication.
MitonOptimal is a multi-asset manager that utilises a fund-of-funds approach to construct and actively manage portfolios. Drawing on identified skill strengths across the Group, we use a ‘best of both styles’ approach to portfolio construction. Our Macro views, generated from at least weekly, Group-wide discussion fora, drive both our Strategic (longer-term) and Tactical (short-term) asset allocation choices across mandates. In ‘populating’ those choices, our Guernsey team’s specialisation in detailed quantitative and qualitative analysis of fund managers, ensures that client money is deployed with managers of proven capability within their areas of specialisation.
MitonOptimal provides advisors and trustees with 3 distinct client options:
International Managed Model Portfolio Solutions (‘IMMPS’)
The MitonOptimal MMP solutions are designed to fit between our fully tailored discretionary portfolio services, normally reserved for high net worth individuals, trustees and family offices, and our unitised multi-asset Core Funds range. The key benefits of our model portfolios include:
A choice of 5 risk rated portfolio solutions;
Using inflation plus a risk adjusted return as a benchmark;
Providing portfolio rationalisation and diversification;
Exposure to 5 main asset classes – Equities, Fixed Interest, Alternative Strategies, Property & Cash;
Available in USD/GBP/EUR for clients with US$50,000 (or currency equivalent) to invest; and
With inbuilt liquidity features and annual management charges of 0.35%.
Unitised multi-asset DFM (‘Core Funds’)
Our Core Fund range enables investors to access cautious, diversified and aggressive investment strategies with a minimum subscription amount of £/$/€5,000 using the same investment philosophy as our discretionary model portfolios.
Tailored Discretionary Fund Management (‘DFM’)
MitonOptimal understands that large and more complex client scenarios can require bespoke asset allocations and investment strategies. We can tailor portfolios to fit the specific investment objectives and constraints of the client. This service can be adapted for clients using the Novia Global platform whereby MitonOptimal will design and develop a full discretionary model portfolio aligned your precise requirements.
Additional services available to advisors include outsourced asset allocation support, outsourced Chief Investment Officer and/or Investment Management Committee services, and the design and development of white-label solutions and additional models for advisors that intend to enter into a partnership agreement.
We have also introduced a low-cost review and recommendation service for advisors with existing client portfolios that may benefit from our in-house asset allocation expertise. In our experience, we find that this service can help advisors de-risk their businesses and importantly ensures that each asset allocation and investment strategy is suitable on a client by client basis.
You are welcome to contact Greg Easton at email@example.com or telephone +44 (0) 1624 610750 for further information on our portfolio management services.
Greg Easton, IMC Managing Director (IoM) Limited - (Isle of Man)
Established in 1993 by Sir John Beckwith and Mark Johnson, Pacific Investments has a proven record of identifying industry-leading investment managers.
Established in 1993 by Sir John Beckwith and Mark Johnson, Pacific Investments has a proven record of identifying industry-leading investment managers. Over the years, the group’s various businesses have managed over US$50 billion on behalf of institutions, wealth managers, family offices and individuals. The group created Pacific Asset Management, the core asset management business within the group, to give investors access to fund managers who are proven to deliver superior investment returns over the long term. Firmly established within the global institutional infrastructure of the independently owned Pacific Investments group, Pacific Asset Management is able to take a non-biased approach to investing, something that incumbent, often listed business struggle with.
Asset management businesses which were originally founded by Pacific Investments include Thames River Capital which was sold to F&C/BMO, Europa Capital latterly sold to Rockefeller, Liontrust Asset Management plc and River & Mercantile. Additionally, Sir John’s global diversified investment group Pacific Investments also has considerable experience in emerging markets, having successfully founded Thames River Capital with its flagship emerging market fund Thames River Nevsky, which later became Nevsky Capital.
The Pacific Multi Asset Accumulator range blends ETFs, actively managed funds, factor strategies and direct securities to create affordable, diversified investment solutions. We offer a range of portfolio services to meet clients’ needs, available in Sterling, US dollars, Euros and AUD dollars.
Pacific Multi Asset Accumulator Defensive
Of the four funds, this one is designed for those with a lower appetite for risk. As such, it offers the least exposure to the stock market, with equities representing no more than 35% of the portfolio. The rest is invested in fixed income and other diversifying asset classes.
Pacific Multi Asset Accumulator Conservative
This fund has a comparatively small exposure to equities, ranging between 20% and 60%. The rest is invested in fixed income and other diversifying asset classes.
Pacific Multi Asset Accumulator Core
This fund will typically take a more balanced exposure to gains in equity markets, with such exposure ranging between 40% and 85% and the remainder invested in fixed income and other diversifying asset classes.
Pacific Multi Asset Accumulator Plus
This fund will typically take a more active exposure to potential gains in the equity markets – up to 100%.
Smith & Williamson Investment Management LLP is an investment management business focusing on private client wealth management with around £16bn* under management and advice.
We have an established and proven track record in our Managed Portfolio Service (MPS) offering.
We work directly with professional advisers to help reach the financial goals of their clients.
The Smith & Williamson Managed Portfolio Service is a discretionary service with continuous, professional, active portfolio management, ensuring diversification and risk management.
The MPS is born out of our 16 year-old multimanager unit, managed by a dedicated investment team who are supported by over 55 investment professionals responsible for investment research.
We are committed to working closely with Professional Advisers.
Defaqto 5 Star rating for our DFM – Managed Portfolio Service in 2014, 2015 and 2016 and DFM – Bespoke in 2015 and 2016.++
Performance awards – we have won many in recent years, including Citywire Wealth Manager ‘Best Large Firm’ award in 2010, 2011, 2012 and we were Shortlisted for this award in 2013 and recently won the STEP Investment Team of the Year 2013/2014 for the third time in five years.
Please remember the value of investments can go down as well as up and investors may not receive back the original amount invested. Past performance is not a guide to future performance. For full risk warnings please click here.
*Source: Smith & Williamson as at 31.12.15
++Note: According to Defaqto, the 5 Star Rating represents an excellent product with a comprehensive range of features and benefits.
Our MPS uses a combination of collective investments (unit trusts and OEICs) and ETFs (exchange traded funds; passive funds tracking various exchanges).
We provide four portfolios (in both Sterling and Dollar) which are structured to fit your clients’ needs:
Defensive Income – GBP
Defensive Income – USD
Balanced Income – GBP
Balanced Income – USD
Balanced Growth – GBP
Balanced Growth – USD
Growth – GBP
Growth – USD
The asset allocations of all portfolios are continually monitored with a view to ensuring they offer exposure to favoured asset classes and regions consistent with Smith & Williamson’s strategic views, and with the risk levels associated with the portfolio’s objective. Individual investments are also subject to ongoing research and changes made where necessary, to ensure inclusion remains appropriate given their performance, structure and background economic and market conditions.
Insight and literature
Please click here to access our latest market asset allocation and outlook; along with other literature which may be of interest.
Tavistock Wealth manages over $1.3bn of assets on behalf of retail clients. Our services are based on a combination of traditional values and revolutionary thinking, producing ethical and consistent net returns.
The GLOBAL Service is designed to cater for the varying risk appetites of international investors. The fund management industry has experienced significant change in the last quarter of a century. Product innovation has enabled investors to benefit from wider exposure to global financial markets with far greater efficiency and at a lower cost. Index-tracking investments such as ETFs have grown increasingly important and form the building blocks (ACUMEN) for the portfolios managed within the GLOBAL Service.
The GLOBAL Portfolios are amongst the most diversified multi-asset portfolios in the world. Each has been constructed with advanced, quantitative, fund management techniques. Exposure is spread across equity and debt securities of thousands of companies internationally. Multiple layers of diversification within and between asset classes are key to the portfolio construction process and are designed to mitigate risk.
Each regional asset class is optimised separately into a sub-portfolio, and then aggregated into a multi-asset portfolio that targets a level of volatility consistent with the investment objectives of each GLOBAL Portfolio. Approximately 85% of the holdings within each portfolio are hedged back to the investing currency, be that the pound sterling, the euro or the US dollar.
If you would like further information on the services that Tavistock Wealth (Global) Limited offer, please contact us.
Tavistock Wealth (Global) Limited is a wholly owned subsidiary of Tavistock Investments Plc and is an affiliate of Tavistock Wealth Limited. Tavistock Wealth Limited is authorised and regulated by the Financial Conduct Authority in the United Kingdom with Firm Reference Number 568089 (company number 7805960).
Waverton is an independent investment management house dedicated to providing high quality investment outcomes through discretionary portfolios for both international and UK clients.
Waverton is an independent investment management house dedicated to providing high quality investment outcomes through discretionary portfolios for both international and UK clients. We are single minded in our approach and only provide investment management services - dovetailing with the financial and tax planning advice provided by financial planners. Founded in 1986, the firm now has over 120 members of staff, of which a quarter are portfolio managers with responsibility for over £5.2bn of assets (as at 30th September 2017).
We have developed the Waverton Portfolios on Novia Global to be specifically suited to the needs of international clients and advisers seeking a platform based solution.
The Novia Global portfolios are constructed using four specialist offshore Waverton OEIC Funds which are managed specifically to form the building blocks of the portfolio. The four Funds are the Waverton Tactical Equity, Global Core Equity, Bond and Alternatives Funds. The holdings of each fund are managed in a complementary way so that there is a consistent strategy throughout the portfolios.
The benefit of our approach is that it allows investors access to the entire Funds universe (both onshore and offshore) through the four Waverton building block funds. The portfolios, therefore, are not restricted in their holdings.
Our approach also allows us to provide the portfolios at a highly competitive rate.
We have an established history of running platform based portfolios in this way with a proven track record that we would be delighted to share with you.
All our portfolios invest on a global basis and are fully diversified by asset class, including the use of alternative assets.
There are five portfolios available through Novia Global which are listed below:
Waverton Conservative Portfolio
Waverton Defensive Portfolio
Waverton Cautious Portfolio
Waverton Balanced Portfolio
Waverton Growth Portfolio
Please click here for details of our approach and the current asset allocation and holdings of each portfolio.
We would be delighted to discuss your requirements and our approach in more detail.