Model Portfolios for Advisers
Five risk-rated, diversified ETF portfolios your clients can be mapped to — professionally managed, transparent and cost efficient.
The Model Portfolio Range →Discretionary Management
Bespoke discretionary portfolios for trusts, companies and private clients introduced by intermediaries — managed to agreed mandates.
Discretionary Management →Dealing & Reporting
Efficient execution, custody arrangements and clear valuations and reporting — so you and your clients always know where things stand.
Discuss terms →Your client, our mandate
You retain the relationship. We manage the portfolio to the agreed mandate — your client remains yours.
Regulated in Gibraltar. Licensed by the Gibraltar Financial Services Commission, established 1987.
A senior team, directly reachable. Intermediaries deal with the people managing the money — not an account layer.
Introduce a client, or discuss terms
We'll set up a call with the team to talk through mandates, reporting and charges.