Assets managed for clients & customers
*Figures as at 31 Dec 2022
Employees across the globe
Full Discretionary Service
Mapping out your investment journey for you.
Our full discretionary service offers tailored portfolios designed around your investment needs.More about Discretionary Investment Managementarrow_forward
Managed Portfolio Service
Looking for a reliable investment partner? We're with you all the way.
More choice for your client, more support for you.More about Managed Portfolio Servicearrow_forward
Charity investment management that understands you.
Delivering added value for charities beyond investment management.More about charity investment servicesarrow_forward
A multi-asset investment solution designed to meet your clients’ needs and long-term investment goals.
The MyFolio team oversee asset allocation, fund selection and ongoing rebalancing of portfolios. Outsourcing this to us, gives you more time to focus on your clients.More about MyFolio fund rangearrow_forward