Back
IPS ART (Analysis, Risk and Trading) is our sector-leading risk management system. We were an early adopter of this institutional-level risk management technology in the private client market. Since the tool is proprietary, we have the flexibility to alter its parameters as the world changes.
IPS ART
Because mitigating risk is at the core of our investment philosophy,
we created IPS ART to stringently control our client accounts.
This comprehensive risk analysis and management system is now the backbone of our business. It empowers us to create fully tailored, flexible portfolios to meet your specific investment objectives and gain a competitive edge.
IPS ART also offers additional functions:
- Tax risk management for complicated tax requirements
- Links into client reporting
- Core storage for all asset data required for asset allocation
- Analytics for IPS Consulting clients
Developing IPS ART
Since no effective solution was available on the market, we built one for ourselves. Our CIO, Chris Brown, worked alongside external risk consultants to create the system to match our needs and those of our clients.
Thanks to IPS ART, each client portfolio stays within our investment team’s pre-determined limits, set within the framework of our rigorous risk policy.
We’ve retained IPS ART as an exclusive risk management tool – with no plans to release it to the wider investment management sector. It continues to significantly benefit our clients only.
OUR APPROACH
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.
