BlackRock's MyMap range of portfolios offers a set of simple, diversified, cost-effective and risk-managed funds that help take the stress out of investing.
Downing Fund Managers (DFM) is a boutique of established investment managers offering specialist portfolios that they believe have the potential to offer attractive long-term returns. DFM is part of Downing LLP, which manages £2 billion* of assets across a series of single strategy funds, multi-asset funds of funds, investment trusts, and tax-efficient products. DFM’s roots lie in a value-focused private equity investment approach. This has now broadened out into a diverse mix of strategies and a selection of mandates all different to, yet complementary to, each other. The 16-strong DFM team runs more than £587 million of publicly listed assets.*** as at 31 May 2024** as at 31 March 2024
HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. As at 31 December 2023, HSBC Asset Management managed assets totalling US$707bn on behalf of its clients. For more information, see www.assetmanagement.hsbc.com/ukHSBC Asset Management is the brand name for the asset management business of HSBC Group, which includes the investment activities provided through our local regulated entity, HSBC Global Asset Management (UK) Limited.
Quilter Investment Platform Limited and Quilter Life & Pensions Limited are part of Quilter plc, a leading UK-focused wealth manager, providing advice-led investment solutions and investment platform services to over 500,000 customers (as at 30 September 2023).
Quilter enables financial advisers to deliver the very best service to clients and their families, to help them achieve their financial goals. We offer a comprehensive range of products and investments through our award-winning online investment platform, which is known for its intuitive user experience that makes online processes quick and easy.
www.quilter.com
As one of the largest discretionary investment management firms across the UK, Ireland and Channel Islands, we have managed bespoke investment portfolios for individuals and families for generations. We are focused on helping your clients invest for a lifetime of opportunities and challenges.
How we can help you
We fundamentally believe in the value of financial advice and have developed our services and strategies alongside the financial advice community, in order to make it easier for you to deliver exceptional client outcomes.
With over 25 years’ experience working with financial advisers, we know that building a close relationship with you and understanding your client’s financial goals is key to successful investment management. Thousands of advisers are already benefitting from: a range of solutions to meet your clients' needs; a dedicated business development team to support you and your business; a well-resourced research team and a highly effective and robust investment process.
What we offerWe offer a range of services including our bespoke Discretionary Portfolio Service, our award-winning Managed Portfolio Service, our sustainable multi-asset Climate Assets Funds and our IHT solution, the AIM Strategy.
