With over 20 years experience in helping our clients to manage their investments we have developed and manage tailored investment portfolios for many people, including high net worth investors.
We work closely with a team of professionals to ensure that your investments are managed and executed in accordance with your risk tolerance and regulatory requirements.
We are happy to outsource our fund research and analysis to In Partnership’s investment committee, supported by specialist expertise from Rayner Spencer Mills (RSM) a fund analysis professional.
We offer two main portfolio options – Core Solutions Portfolios or a more Personalised Discretionary Portfolio Service.
These are Multi Asset funds that have been risk rated based on their asset allocation, volatility, investment philosophy and characteristics. Each fund is rebalanced or reviewed regularly to ensure that the funds continue to reflect the given risk profile. You also invest in the knowledge that the fund manager is regularly reviewing the underlying funds and that all the funds within The On-Line Partnership Group’s Investment Matrix are being reviewed quarterly by The On-Line Partnership Group’s external research partner, Rayner Spencer Mills.
For clients with investable assets of over £250,000 we will consider the use of expert Discretionary Investment Management firms to manage some or all of your investments and / or pensions.
Discretionary Investment Managers tend to be more expensive than the Core Solution Funds we recommend but you will recevie a bespoke service with an investment portfolio tailored to your particular requirements, for example including individual shares, matching a specific income requirement or to take into account your ethical investment preferences.
We research the UK market of Discretionary Investment Managers to ensure that the most appropriate firm is managing your wealth, which we will montior and review with you on an ongoing basis.
Tax Planning advice is not regulated by the Financial Conduct Authority.
Past performance is no indication of future performance. The value of investments and the income from them may fall as well as rise and is not guaranteed. An investor may not get back the original amount invested. The tax treatment of a particular investment depends on the individual circumstances of each investor and may be subject to change in the future.