Retail Advisory
We provide our institutional modelling, Strategic Asset Allocations and investment planning solutions into the UK financial advisory market
As an independent consultancy with almost 100 years of experience, over 900 staff and a team of more than 200 investment experts, we are well positioned to support your investment propositions and business needs.
How we can help
Our proven track record of experience, built over decades of investment consultancy, help us understand the problems faced by financial advisers. From the design and creation of advised investment propositions, to using our in-depth forecasting technology and data, we are able to provide solutions that meet your challenges.
Our team of experts is able to bring its institutional investment capabilities and rigour, to help benefit retail advisory firms and their clients.
Contact us to find out how we can help you, or read on to learn more about our investment services.
Design and creation of advised investment propositions
We have a broad spectrum of accumulation and decumulation strategies, that can be designed to meet specific adviser firm requirements. We’ll work with you to develop a robust investment proposition. We'll also help you become a more cost-efficient business offering better outcomes for your client.
We can provide you with your own investment proposition made up of Strategic Asset Allocations, portfolio implementation, tooling and white-labelled applications, as well as best practice investment governance.
In-depth forecasting technology
In addition to the design and creation of your own investment proposition, we can provide you with a suite of digital forecasting tools that offers in-depth insights and analysis.
These tools provide asset allocation risk/return assessment, asset allocation generation, goal-based probability and outcome driven interventions.
Our digital first tooling capability allows you to enrich your proposition quickly, leaving us to look after the day-to-day.
Data
As the pensions drawdown market continues to grow significantly, our clients benefit from understanding certain demographic data to help calculate sustainable retirement income levels.
We provide data licensing through our Club Vita longevity analytics tool and offer robust modelling through our Economic Scenario Service (ESS).
Our team of dedicated actuaries and data scientists simplify the complex and help you maintain a competitive, forward thinking business.
Factor investing - the case for inclusion in portfolio models
After years of being successfully used in the institutional market, factor investing is now also emerging as a beneficial strategy when building model portfolios in the retail world. But what exactly is factor investing and what potential value could it bring to your clients? Replay our webinar to hear from our investment experts, Stephen Birch and Catherine Miller, who will provide you with an introduction to factor investing and insights into the role it can play in successful investment portfolio construction.
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