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As a financial adviser or planner, you face unique pressures, and need suitable support. Our multi-asset investment solutions enhance the service you offer and help your clients meet their financial objectives. This allows you to focus on what you do best.
Why choose IPS Capital?
Investment expertise
With us, you benefit from institutional-quality research and an active approach to multi-asset investing that places an emphasis on risk management and protecting the downside.
A key advantage you will see when working with us is our ability to remain agile when managing your clients’ investments. Our size allows us to make portfolio changes significantly more quickly than larger, industrial MPS providers.
Whether you use our bespoke or managed portfolios, rebalancing will not take your clients out of the market.
Service
A partnership with us comes with the highest quality of service and trust. You, as the adviser, are the foundation of our service.
You will be kept updated with regular communications on performance and activity in portfolios, including changes to risk parameters. You can access strategies through FE Analytics.
Access
Being in a partnership ensures short communication lines and makes us responsive and responsible. This means you have unrivalled access to the key decision-makers on our team.
Your investment manager is just a phone call away, and you can also arrange quarterly meetings with our chief investment officer.
How we work with you
Our IFA services are designed to make your life easier, so you can concentrate on financial planning and client relationships.
The personal approach we offer means you will have direct access to the investment manager making the decisions in your portfolios.
Client relationships are the basis of your business, which is why we focus on playing a supportive role. Our aim is to offer the best outcomes for your clients, providing you with multi-asset portfolios that achieve defined objectives alongside a robust investment process.
You will receive:
- A single point of contact to discuss your clients’ portfolios
- Regular portfolio updates
- Quarterly meetings with our chief investment officer
Our services
As a financial adviser, you can choose from two core services, both using the same multi-asset investment process:
Bespoke Discretionary Portfolio Service
If you have a more substantial sum to invest or require a tailored solution, our bespoke service allows you to delegate the day-to-day responsibility of managing an investment portfolio to a specialist investment manager.
With us handling everything related to managing the portfolio, you can focus on serving your clients and running your business.
At a glance:
- Truly bespoke portfolio tailored to your clients’ risk appetite and objectives
- Multi-asset portfolio investing in equities, bonds, alternatives, and other asset classes
- Portfolio rebalancing when required
Managed Portfolio Service (MPS)
If you feel you could benefit from discretionary investment management, but do not need a fully bespoke portfolio, MPS is for you. This service is available through investment platforms, providing you with high-quality investment management in a simple and straightforward package.
The MPS service reflects our culture of creating better investment outcomes. With us, your clients will not face the challenges of industrial and unwieldy investment managers.
Our team can rebalance portfolios quickly by responding to sudden market changes as they happen, rather than weeks after the event. This approach gives you access to a wider universe of investment opportunities than may be possible with our larger competitors.
Our MPS is available in active and passive formats. You can also choose from three responsible investment portfolios for clients seeking an ESG solution.
At a glance:
- Eight risk models for actively managed portfolios
- Eight risk models for passive portfolios
- Four risk models for ESG portfolios
- Risk-mapped to major risk providers
- Quarterly rebalancing
Our Managed Portfolio Service is currently available on the following platforms:
- Abrdn
- Nucleus
- Quilter
- Transact
- Fidelity
What clients say
These video testimonials and our glowing reviews on VouchedFor, the UK’s leading independent review site for financial professionals, are evidence of the high standards we strive for.
Catherine and Paul
Pre/post-retirees wanting clear, trusted retirement planning
Keith and Ken
Professionals/business owners needing strategic financial and retirement advice
Stephen and Debbie
Retirees seeking proactive support and security
Simon and Michelle
High-earning professionals building and protecting family wealth
Nico
High-net-worth individual wanting stress-free, professionally managed investments
960%
would recommend us to family, friends, or work associates.
950%
believe working with us has helped or will help them achieve their financial objectives.
950%
are very satisfied that we understand their needs and objectives.
OUR APPROACH
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