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Investment Updates
What difference are you looking to make?
Why work with us?
You’re committed to delivering first-class outcomes for your clients – and we offer a range of outstanding services designed to help you do exactly that.
Our award-winning single-strategy funds, multi-asset solutions, portfolio unitisation service and next-generation investment platform, have all been designed to help financial advisers succeed and grow their businesses by providing an exceptional service for clients.
We believe in building long-term relationships with advisers, supported by our industry-leading expertise and a passionate ‘can-do’ attitude that we apply to everything we do.
We’ll work in partnership with you, sharing the experience we’ve built up over more than 35 years in the investment world to support your business at every stage of its growth. By shouldering some of the burden, we can free up time for you to work on building your all-important client relationships.
It’s this partnership approach and commitment to exceptional service that sets us apart – helping us make adifference for your clients, and your business.
Awards and Accolades
- Nathan Sweeney, Marlborough’s Deputy Chief Investment Officer – Multi-Asset, has been selected for Citywire Wealth Manager’s Top 100 – their annual list of the UK’s most influential fund selectors.
- Marlborough European Special Situations has been named best European small and mid-cap equity fund over five years in the Refinitiv Lipper UK Fund Awards 2023.
Our Services for Advisors
Single-strategy: Access award-winning performance from highly experienced fund managers.
Multi-Asset: Increase efficiency by outsourcing your investment proposition and product governance.
Multi-Asset: Increase efficiency by outsourcing your investment proposition and product governance.
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Investment Solutions
Your clients will benefit from a broader range of investment opportunities, and access to economies of scale and tax advantages.
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Fund Services
Provide unrivalled client experience with a next-generation platform supported by our highly experienced service team committed to delivering first-class outcomes for you and your clients.
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