Arbuthnot Latham
Website: https://www.arbuthnotlatham.co.uk/financial-advisers
Introduction
Our model portfolios are risk-rated and constructed to meet a range of clients’ individual needs based on their risk appetite and investment goals.
We believe in active management, and we take a global approach to create diversified and robust multi-asset model portfolios to meet the needs of several different investor risk profiles.
We understand that service standards not only define how you support your clients, but they underpin the way that you operate your business model. This is important to us as we have built a reputation of going the extra mile for our partners; ensuring we deliver an excellent service to you, every time.
These standards will continue to be followed, and be extended to your clients, through our partnership with you.
The Global MPS is a multi-asset investment strategy, giving investors exposure to a range of assets worldwide including equities, bonds, property, hedge funds, alternatives, and cash.
We proactively make decisions and act to take advantage of market inefficiencies and mispricing using information gathered by our research team. The funds we invest in are deemed as ‘best-in-class’ through our rigorous research, due diligence, and analysis. This research allows us to identify fund managers with strong teams, robust and repeatable processes, and a tangible edge that should support consistently strong performance in the future.
If you’d like to find out more information on our global MPS please contact us.
Models
Global MPS Cautious, Global MPS Cautious Balanced, Global MPS Balanced, Global MPS Balanced Growth, Global MPS Growth, Global MPS Adventurous, Sustainable MPS Cautious, Sustainable MPS Cautious Balanced, Sustainable MPS Balanced, Sustainable MPS Balanced Growth, Sustainable MPS Growth, Sustainable MPS Adventurous
Rebalance schedule
Quarterly
Charges
0.3%
Contact details
David Michael
Direct: +44 (0) 20 7012 2138
Mobile: +44 (0) 7826 422088
Legal disclaimer
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