AN INVESTMENT MANAGER PARTNER YOU CAN RELY ON
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 helps your clients meet their financial objectives. This allows you to focus on what you do best.
Why choose IPS Capital?
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:
Managed Portfolio Service
For clients who can benefit from discretionary investment management but do not need a fully bespoke portfolio. Our Managed Portfolio Service is available through investment platforms, providing you with high-quality investment management in a simple and straightforward package.
Our Managed Portfolio Service reflects our culture and structure creating better investment outcomes. Your clients will not face the challenges of industrial and unwieldy investment managers - IPS Capital can rebalance portfolios quickly, responding to sudden market changes as they happen, rather than weeks after the event – and our investment approach gives us access to a wider universe of investment opportunities which are simply unattainable to 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:
Our Managed Portfolio Service is currently available on the following platforms, but we can work with your current platform provider to offer access:
How we work with you
Our IFA services are designed to make your life easier so you can focus on financial planning and client relationships. Our personal approach means you have direct access to the investment manager making the decisions in portfolios.
Your client relationships are the basis of your business, which is why our focus is on playing a supportive role and never to undermine this. We will work with you to provide the best outcomes for your clients, providing you with multi-asset portfolios that achieve defined objectives with 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