Investment Management

Financial
Advisers

At IPS Capital, we understand the pressures you face and the support you need. 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

We combine institutional-quality research with an active approach to multi-asset investing that places an emphasis on risk management and protecting the downside. Advisers that use either our bespoke or managed portfolios benefit from our ability to remain agile when managing your clients’ investments – rebalancing portfolios should not take your clients out of the market. Because of our size, IPS Capital can make portfolio changes significantly more quickly than larger, industrial MPS providers.

 

Service

A partnership with IPS Capital comes with the highest quality of service and trust. You as the adviser are the foundation of our IFA service. We will keep you regularly updated with communications on performance and activity in portfolios, including changes to risk parameters. Strategies can be accessed through FE Analytics.

 

Access

Being in a partnership allows 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. Our personal approach means you’ll have direct access to the investment manager making the decisions in your portfolios.

Client relationships are the basis of your business, which is why our focus is on playing a supportive role. We will partner with you aiming to offer the best outcomes for your clients, providing you with multi-asset portfolios that achieve defined objectives alongside a robust investment process.

We will provide you with:

  • A single point of contact to discuss your clients’ portfolios
  • Regular portfolio updates
  • Quarterly meetings with our Chief Investment Officer

Our services

We offer two core services for our financial adviser partners, both using the same multi-asset investment process:

 

Bespoke Discretionary Portfolio Service

For clients with a more substantial sum to invest, who require a tailored solution, our bespoke service suits advisers who want to delegate the day-to-day responsibility of managing a portfolio of investments to a specialist investment manager. We will handle everything related to managing the portfolio so 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 is for clients who can benefit from discretionary investment management, but do not need a fully bespoke portfolio. It is available through investment platforms, providing you with high-quality investment management in a simple and straightforward package.

 

The service reflects our culture of creating better investment outcomes; with us your clients will not face the challenges of industrial and unwieldy investment managers. IPS Capital can rebalance portfolios quickly by responding to sudden market changes as they happen, rather than weeks after the event. This approach gives us access to a wider universe of investment opportunities than our larger competitors.

 

Our MPS is available in active and passive formats. We also offer three responsible investment portfolios for clients seeking an ESG solution.

 

At a glance:

  • Seven risk models for actively managed portfolios
  • Two risk models for passive portfolios
  • Three risk models for ESG portfolios
  • Risk-mapped to FinaMetrica, Morningstar and Oxford Risk
  • Quarterly rebalancing

 

We can work with your current platform provider and our Managed Portfolio Service is currently available on the following platforms:

  • Abrdn
  • Nucleus
  • Quilter
  • Transact
  • Fidelity

OUR APPROACH

Investment
Philosophy

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Investment
Strategies

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IPS ART

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Responsible
Investing

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OUR PEOPLE

Simon Moriarty

Partner

Meet Simon

Chris Brown

Partner,
Chief Investment Officer

Meet Chris

Tiziana Maida

Head of Research

Meet Tiziana

Matthew Hunt

Partner

Meet Matthew

Julia Young

Investment Manager

Meet Julia

Roger Ballard

INVESTMENT MANAGER

Meet Roger

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