At Morningstar Wealth, we believe that good financial advice is key to empowering investors and helping them achieve great financial outcomes.Morningstar Wealth brings together capabilities from across Morningstar’s global business to meet the specific needs of financial advisers, their businesses and the clients they serve. Empowering investor success drives everything we do.
Combining our world class multi asset investment portfolios with a client-focused adviser service program, you’ll have insider access to tools, insights and content that help keep your clients engaged and on track with the financial plans you have created for them.
Orbis has been creating value for clients for more than 30 years.We work to find opportunities others miss, but this means investing in unpopular areas of the market, which takes courage and patience. Our long-term approach is at the core of everything we do, from the way we invest, the company structure, and even the way we charge fees.Our team of 60 investment professionals located around the world does comprehensive research evaluating businesses from the bottom up to identify businesses priced at less than they are worth with long-term prospects. Since it can take time for these companies to realise their true value, our business is structured to avoid pressure for short-term performance with no external shareholders. Our independence allows us to prioritise clients, make bold but considered decisions and to stand by them as long as we need to.And our unique fee structure ensures we remain driven to deliver long-term returns.
Founded in 1804, Schroders is one of Europe’s largest independent investment management firms by assets under management. Our purpose is to provide excellent investment performance to clients through active management. The business channels capital into sustainable and durable businesses to accelerate positive change in the world. Schroders’ business philosophy is based on the belief that if we deliver for clients, we deliver for Shareholders and other stakeholders.Schroder Investment Solutions offers a series of award-winning low-cost and risk mapped model portfolios and multi-asset funds.* Our solutions range is designed to help you deliver a breadth of good value solutions that meet your clients’ investment needs.
Delivering appropriate client outcomes is at the heart of everything we all do. We’ve supported financial advisers for over a decade to help deliver the outcomes their clients are seeking and we manage £5 billion (as at 31.03.2023) across our range of solutions.
*Schroder Investment Solutions was named Best Model Portfolio Service at the Professional Adviser Awards 2022 and 2023. Issued by Schroder Investment Management Limited. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority. For regular Schroder Investment Solutions updates by e-mail please register here.