What is a Tailored Portfolio Service?
Our core ranges cater for a wide variety of investment needs and risk profiles, but we appreciate that sometimes advisers want something more bespoke to support their investment philosophy or a specific client segment.
Our custom MPS for advisers, enables you to shape our core investment capabilities and expertise around your unique business objectives and client book, while we handle the day-to-day investment management and administration.
Bespoke portfolios for your needs
You bring the best understanding of your clients and their needs, and we’ll apply our investment expertise to deliver a suitable investment proposition. Our expert team strive to work with you in a consultative and iterative way to better understand your business and objectives to produce a solution that fits your brief. We can even establish a joint investment committee if applicable.
With your insight, we can build around your client profiles to help deliver the best possible outcomes. From optimising the client reporting we produce, to your framework for asset allocation, we want to help you to deliver an investment proposition that meets the needs of your clients.
Deliver a more compliant investment proposition
In an ever-changing regulatory environment, we know how important it is for you to be able to ensure your investment process is robust and can adapt quickly to new challenges.
We provide the target market assessment for your portfolios and simplify meeting the demands of Consumer Duty by ensuring that we efficiently design portfolios that meet your clients’ needs. We can provide customised client-friendly reporting that helps demonstrate the value of your advice and proposition.
This is supported by a joint product governance committee and oversight from our other internal processes such as exception management and corrective actions for rebalances, stress-testing and risk monitoring to provide you with a fully compliant, bespoke investment proposition.
Why choose our Tailored portfolios?
Meet the needs of your business and clients
Whatever your needs, our team of experts will work with you to design an investment proposition that supports your business and the needs of your clients.
A partnership you can depend on
Our team supports you throughout the partnership to provide you and clients with access to our investment team and high-quality support and materials.
Keep control of client relationships
You remain completely in control of the client relationship, while we take on the administrative burden of monitoring and managing your clients' investments.
Rest assured that your investment proposition is fully compliant with improved governance and oversight and helps deliver good client outcomes.
What can be tailored?
Whether it be tweaks to the number of holdings to allow for greater diversification, influencing the strategic asset allocation, or bespoke reporting, our team of investment specialists will work with you to create a custom MPS tailored to the needs of your business and your clients.
Harness our operational excellence
- Deep fund research and approved list
- Diversification driven by our portfolio optimiser tool
- FE Investments’ internal governance processes
- Efficient portfolio administration and rebalancing
- Robust compliance including support with target market assessment and complying with Consumer Duty
Four star winner for DFMs
FE Investments is rated five stars as a DFM MPS on platform by Defaqto
Five star winner for DFMs
FE Investments won the Wealth Manager: Rising Star Company of the Year at the 2020 Portfolio Adviser Wealth Partnership Awards
Discretionary Fund Managers three star winner
FE Investments won the award for Best Model Portfolio Service
FE Invest won the award for Best Model Portfolio Service
See our other investment portfolios
The Responsibly Managed range uses our ESG framework to create responsible portfolios and provide risk-targeted growth with a positive impact.Discover our portfolios
What are the benefits of having portfolios designed for different term lengths in your toolkit?
Whilst investing in portfolios often means investing for long-term returns, this can sometimes conflict with an investor’s current situation. Can you complete the financial advice puzzle without portfolios of different term-lengths available to you?