A mixture of equities, cash and bonds.
Our investment partners have a combined £4.5 trillion under management
By blending active and passive strategies, and different manager approaches by each manager, we exploit market inefficiencies and lower costs. Plus, with over 120,000 holdings in the Portfolios, we’re pioneering what we call ‘Advanced Diversification‘.
A mixture of equities, cash and bonds.
A full range of asset classes and geographic regions from one fund manager.
A blend of eight multi-asset investment strategies that finds opportunities for growth.
Meet your ongoing servicing agreements with award-winning adviser technology and pioneering investment solutions:
View all of your True Potential Portfolio clients in one place
View performance for all clients and drill down into records
Message clients and share documents securely
Meet FCA due diligence requirements on good client outcomes
Systematic. Scientific. Synergistic. We partner with industry-leading fund managers with combined assets of over £4.5 trillion to give investors a forward-looking and expert strategy.
UBS Asset Management is a large-scale asset manager offering a comprehensive range of active and passive investment styles and capabilities, across both traditional and alternative asset classes. These include equity, fixed income, currency, hedge fund, real estate, infrastructure and private equity investment capabilities that can also be combined in multi-asset strategies.
Allianz offers investors a risk based approach investing globally in all major asset classes using primarily passive implementation. Allianz have the ability to be very dynamic and nimble by increasing or decreasing total investment levels depending on volatility levels within markets. Allianz have a huge research and fund management base they can draw upon, being one of the largest fund managers currently in Europe.
Goldman Sachs Asset Management
Goldman Sachs Asset Management has two offerings. Their Dynamic investment approach is run by a team of internationally-renowned experts who evaluate patterns of asset class behaviour, and the drivers behind them, to form a balanced portfolio that includes exposure to both traditional and non-traditional asset classes. Their Global Income Builder approach invests across a broad spectrum of global bonds and equities, aiming to build a portfolio that generates sustainable and stable income, and capital appreciation.
Columbia Threadneedle are income specialist fund managers offering clients a regular income stream whilst also offering the potential for capital appreciation from one of the most highly respected income fund management teams within the industry. They invest primarily in UK equities but also in fixed interest, focusing on stocks that can offer a high dividend yield but also the potential for growth.
Schroders’ investment philosophy may appeal to investors who want their money to be managed by an award-winning team with a proven track record of superior performance. They hold the belief that no one fund manager can excel in every aspect of investing and therefore access the best fund and investment products from around the world. The investment teams are bonded by a strong culture and heritage based on independent, long-term investment thinking.
SEI uses a mix of specialist investment managers with distinct management styles. As a manager-of-managers, SEI decides where to invest and, after rigorous research, which managers to hire. This oversight includes daily monitoring of investment transactions and the replacement of investment managers if they fail to meet their objectives or if better investment opportunities arise in new areas. SEI hires managers who are generally only available to institutions and high net worth individuals.
Close Brothers’ investment style is directly buying into company shares, fixed interest investments and other non-traditional areas such as precious metals, commodities, infrastructure and hedge funds. This approach is similar to that of a stockbroker putting together an investment portfolio and managing this on behalf of a client and is a very focused investment solution.
7IM believe that the correct asset allocation is the most important performance factor and as such their investment committee continually reviews global markets and tactically alters the strategic asset allocation of their funds, aiming to achieve the expected return of the funds, whilst keeping them within their designated risk profiles. They implement their asset allocation using a range of lower cost passive and smart passive instruments which aim to track or beat an index.
True Potential Portfolios go beyond standard investment solutions with our exclusive technology.