In a challenging investment climate, it is more important than ever for financial advisers to be equipped with the right solutions and support to deliver good investment outcomes for their clients.
At FE Investments we draw on our heritage as a leader in accurate financial data, intelligent software and investment knowledge, and combine this with our award-winning investment team to deliver investment solutions for advisers that provide good outcomes for your clients and give you an edge in a competitive marketplace.
What are the benefits of a model portfolio service?
Spend more time with clients
We take on the investment management, allowing you to spend more time with your clients, adding value, building relationships and helping them achieve their financial goals.
Grow your business
Set your organisation up for growth by using our range of portfolios aligned to distinct client types and lifecycle stages. They are the foundation of a scalable investment advice process that meets regulatory requirements and clients’ needs.
Strengthen your process
Benefit from our sophisticated investment approach that focuses on controlling risk and maximising diversification so you can provide your clients with a range of portfolios that meet their objectives and limit undue surprises.
Enhance client service
Informed clients are happy clients. We provide you with a range of reports to keep your clients up to date and the support you need to deliver exceptional service. You will have a dedicated Sales Manager, Account Executive, and access to the investment team to provide first class support.
Meet your clients' ESG needs
Help your clients’ investments have a positive impact on the world. Our Responsibly Managed portfolio range is built with our key ESG principles in mind while also delivering on risk and return. Enhanced ESG reporting is available on all our portfolios and shows the impact of your clients’ investments.
Comply with Consumer Duty
Deliver the Consumer Duty requirements with a strategic partner that understands sound financial advice. We work with you to ensure you get the best from our solution and that your clients receive the support and jargon-free reporting you need to support compliance.
Our investment solutions
Born out of FE fundinfo, we combine decades of experience in supporting the financial advice industry and understanding the funds market. Our solutions are designed to help meet the challenges you face and empower you to focus on delivering first class financial advice.
We’ve built a range of investment solutions aligned to the different stages of a client’s lifecycle through a variety of managed portfolios with different risk profiles and objectives, all with our focus on risk management and maximising diversification. We believe in working alongside you to make sure you and your clients get the most out of our service.
Backed up by the numbers*
financial advice firms trust our investment service
assets under management
of the fastest growing discretionary fund managers
Working with you
We can support your business, whatever its size, and help you provide the best outcomes for your clients. The team at FE Investments goes beyond award-winning risk-managed portfolios, to support both you and your clients throughout the entire investment journey.
Partner with a model portfolio service that puts you both at the centre of a modern, technology driven solution.
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
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?
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*Source FE Investments, as of May 2023. DFM growth data source Platforum 2021.