Model Portfolio Services

Who are Brooks Macdonald Asset Management?

Founded in 1991, we provide award winning investment management services in the UK and internationally. The Group, which began trading on AIM in 2005, has Discretionary Funds under Management of £16.9 billion as at 30 September 2023. 

We offer a range of investment management services to private high net worth individuals, pension funds, institutions, and trusts. We also provide offshore investment management. We act as fund manager to a regulated OEIC by providing a range of risk-managed multi-asset funds and a specialised absolute return fund. 

We have thirteen offices across the UK and the Channel Islands including London, East Anglia, Hampshire, Leamington Spa, Leeds, Manchester, Taunton, Tunbridge Wells, Scotland, Wales, Jersey, and Guernsey.

Investment services on the Novia Global platform are provided by Brooks Macdonald Asset Management (International) Limited.

Available through the Novia Global platform: 

Choosing your model

Our International Managed Portfolio Service (IMPS) provides a range of five diversified portfolios, available in GBP, USD and EUR. The portfolios invest in a wide range of investments to ensure a spread of risk across the full range of asset classes. 

The portfolios are:

• IMPS Defensive
• IMPS Cautious Balanced
• IMPS Balanced
• IMPS Growth
• IMPS High Growth 

Our IMPS is managed by a team of 80+ experienced investment managers and client services personnel whose aim is to meet the investment objectives and service needs of our clients.

For more information on our solutions, please contact our Adviser solutions team.

T: +44 (0)1534 715 555

E: advisersolutions@brooksmacdonald.com

Copia Capital is an award winning Discretionary Fund Manager (DFM). We work exclusively with IFAs and our aim is to construct superior portfolios to meet client needs across the full risk-return spectrum.  ‘There’s a better way to do this’ is our business mantra and we pride ourselves on having a unique, market-challenging approach backed by proprietary risk, optimisation and market screening tools. This mindset continues to serve us well.

Copia offers a proven route for IFAs to reliably de-risk their investment activities with a range of industry-leading portfolio services. Working in partnership with us allows IFAs to achieve great client outcomes, because every investment decision is underpinned by Copia’s data driven approach and technical know-how. We’re all about finding new, improved routes to achieving investment success and for innovating. In turn, we ensure your success by prioritising the development of personal connections with every one of our IFAs. It means we can think on behalf of every one of your clients, identifying the best possible funds available to suit their unique investment goals across their lifecycle . 

Copia are pure B2B specialists. Unlike other discretionary fund managers, we will never deal directly with retail investors and we have no ambitions to.

Whether you are interested in the ‘ready to go’  Sterling, Euro or US Dollar Copia MPS portfolios, our IFA-branded MPS Plus service to support your client marketing, or in our MPS Copia Custom service with portfolios designed bespoke to your client base, we have something to suit your business strategy. 

Thanks to our expert guidance, thousands of IFAs guide their clients towards high performance portfolios and investment success. We add value to the work IFAs do by sharing our extensive experience in Discretionary Fund Management and by offering a fresh and value-based partnership approach.

Since launching in 2013 as a division of Novia Financial Plc, we’re now one of the most respected DFMs in the industry. In 2021 we were awarded the “Best Value for Money” DFM by Citywire Awards. This success reflects the tight-knit, modern partnerships we have with our clients.  Now backed by Anacap Financial Partners, Copia is a stable business with strong growth and is seeing an increasing demand for our services.  

Contact for more information:

Copia Capital Management
Hamilton House
1 Temple Avenue
London
EC4Y 0HA

Tel: 020 4599 6475

Email: info@copia-capital.co.uk

Founded more than 180 years ago, the group is trusted to look after £55.8 billion of assets (as at 31 March 2022) for our global clients from offices across the UK, Republic of Ireland and Channel Islands.

All of our services are underpinned by a disciplined investment process and delivered by highly qualified and experienced professionals.

Evelyn Partners’ purpose is to ‘place the power of good investment advice into more hands’ and believe we are uniquely placed to support financial advisers and their clients navigate the ever-changing investment landscape to achieve their goals.

At the heart of our investment approach is the understanding that clients are particularly sensitive to losses, rather than being averse to taking investment risk (in the form of uncertainty). At Evelyn Partners, we aim to Preserve and Grow the Real value of our client assets through Time.

The core beliefs of our investment philosophy are: 

• To achieve returns ahead of cash and inflation
• Understand risks taken and particularly the risk of capital loss
• To back our judgement and invest alongside our clients
• The principle of diversification
• To embrace the use of both funds and single securities
• To use active and passive management techniques for the benefit of our clients
• To be aware of and to minimise the impact of costs 

 Evelyn Partners offer International and Sustainable portfolios in Sterling, Dollar and Euro denomination.

Please further information please contact:

Harriette Collings
Director of Business Development
Tel: +44 (0) 20 3818 6653
Mobile: +44 (0) 7894 233 034

Email: harriette.collings@evelyn.com

Our focus on the client is matched by our investment in our people. We pride ourselves on the creation of a technology backbone, rigorous risk management and the provision of attractive investment solutions to clients.

Investing to suit Individuals 

Managing an investment portfolio is a challenge and requires rigorous research, a long term focus and continuous monitoring. Our Investment Management team have developed three model portfolios to address these issues: Balanced, Growth and Adventurous. These strategies cover a wide range of investment objectives and risk profiles and can be accessed through a range of implementation styles from Core, Passive and ESG (Environmental, Social & Governance) in Dollars or Sterling. 

The service has been designed to offer a high quality investment solution that matches individual goals, interests and risk appetites. It allows us to deliver outstanding value in a highly accessible, cost effective manner. Investors benefit from our established centralised investment process, which utilises a wide range of asset classes extending beyond the traditional combination of equities, bonds and cash. 

The Benefits: 

Our aim is to create investments that deliver results for specific goals and objectives 

• Wide investment choice > Access to a range of managed portfolios each aligned to an objective and attitude to risk.
• Expert Investment Management > Access to the best asset managers carefully selected by our in-house research team.
• Flexibility to execute > Flexibility to execute trades within days to allow you to capture all opportunities.
• Established track record > Helping clients compare their investments to manage expectations.
• Economies of scale > Our clients benefit from discounted fees with platform partners and institutional rates.

Investment Strategy

Our investment strategy has three key components:

• Asset Allocation >  Focused on analysing the economic and financial environment, assessing the prospective returns and risks of each of the major asset classes, both over the short and long term.
• Fund Selection > Our rigorous fund selection process involves assessing which funds best allow us to gain exposure to the most attractive asset classes, regions and themes.
• Portfolio Construction > These two building blocks are then combined to create portfolios which are designed to meet their specific objectives and are actively managed with regular rebalancing.

 For more information, please contact:

Paul Surguy
Head of Investment Management
T: +44 (0) 20 3875 4394
E: paul.surguy@kingswood-group.com

Molly Southwick
Trainee Investment Manager
T: +44 (0) 20 7293 0730
E: molly.southwick@kingswood-group.com

LGT Wealth Management was formed in 2008 with the aim of offering a fresh approach to wealth management by putting clients first and providing a transparent service, designed around what is right for them. The partnership ethos of our business has attracted some of the best talent in our industry and drawn together in-depth experience from a number of disciplines. We are part of LGT Group, wholly owned by the Princely Family of Lichtenstein, which provides us with the benefits of a long-term outlook and strong financial stability. 

Available via the Novia Global platform are our international propositions, managed by our expert investment team: the International Model Portfolio Service and the International Sustainable Model Portfolio Service, illustrated below.

International Model Portfolio Service (iMPS)

The International Model Portfolio Service is a discretionary investment service comprising of five diversified portfolios that meet a range of objectives and risk profiles as well as a strategic income portfolio. The service has a centralised investment process, which combines the experience of our investment managers with the in-depth knowledge of our dedicated research team. Available in GBP Sterling, Euros and US Dollars, the five multi-asset unconstrained portfolios are each expected to fall within certain volatility, annualised return and maximum loss ranges. The strategic income portfolio targets an income yield. 

International Sustainable Model Portfolio Service (iSMPS)

The International Sustainable Model Portfolio Service comprises five risk profiles across GBP, EUR and USD. The ultimate aim of the iSMPS is to generate strong and consistent investment returns for clients, whilst supporting our sustainable philosophy. The portfolios aim to achieve this by investing in a diversified range of funds, holding companies with strong Environmental, Social and Governance (ESG) credentials and delivering a positive impact to society and the environment.

Key benefits:

• Dynamic, forward-looking and actively managed investment propositions give clients reassurance that our award-winning expertise is being put to use as we respond to changing market conditions and the opportunities that occur throughout the market cycle
• Clients benefit from our strong research capabilities, and investment solutions that may not be accessible in their country of residence
• Can provide clients protection from a depreciating domestic currency and, in the case of the iSMPS, an excellent additional risk-management tool by taking an integrated and long-term view, with the understanding that sustainability has become an important value driver across all sectors/ industries/geographies
• "Tax wrapper neutral" solutions that can be accessed via an appropriate pension or offshore bond wrapper. 

Contact our International Business Development team for further information:

Email: advisersolutions@lgt.com

Phone: +44 (0)20 3207 8000

Why Consider Morningstar’s International Managed Portfolios:

• A compelling proposition – International portfolios from an International investment company at a low cost.
• Investment Selection—leveraging Morningstar’s heritage of manager and fund ratings and selection to invest in high quality managed funds.
• Blended Approach—uses active and passive investment vehicles to access areas of high conviction.
• Built for growth—long-term investment solution designed to maximise reward for risk.

Our portfolios are supported by access to Morningstar's risk-tolerance questionnaire, regular detailed reports and a dedicated adviser support team.

Why work with Morningstar?

Our service doesn’t start and end with our portfolios. Morningstar provides advisers with a comprehensive service solution, supplying you with tools and content to support both you and your client along the advice process.

Working within the Morningstar Investment Management group, we apply our expertise in asset allocation, investment selection and portfolio construction to create investment strategies strengthened by access to the independent investment research, data and analytics of Morningstar Inc. Our process is built on this rigorous, independent research, which has been recognised internationally for enduring contributions to the field of financial research. Morningstar Investment Management manages money globally, with all of the teams around the world feeding insights into our investing ideas. In this way, “who we are” and “why we do what we do” not only make our proposition unique, it defines and informs how we manage money.

Click here for more information on the Morningstar International Portfolios.

Contact:

Martin Coyle, Head of Business Development

+44 (0)20 3107 2968 direct
+44 (0)78 1853 5693 mobile
martin.coyle@morningstar.com

Adviser Services Team

ukmanagedportfolios@morningstar.com
0203 107 2930

Morningstar’s Investment Management Group

Morningstar’s Investment Management group comprises Morningstar Inc.’s registered entities worldwide, including the United Kingdom. Morningstar Investment Management Europe Limited is authorised and regulated by the Financial Conduct Authority to provide services to professional clients and is the entity providing the discretionary management services. Registered address: 1 Oliver’s Yard, 55-71 City Road, London, EC1Y1HQ.

Morningstar’s fund research and rating activities are not undertaken by Morningstar Investment Management Europe and as such, are not regulated by the UK Financial Conduct Authority.

Established in 1993 by Sir John Beckwith and Mark Johnson, Pacific Investments has a proven record of identifying industry-leading investment managers. Over the years, the group’s various businesses have managed over US$50 billion on behalf of institutions, wealth managers, family offices and individuals.  The group created Pacific Asset Management, the core asset management business within the group, to give investors access to fund managers who are proven to deliver superior investment returns over the long term.  Firmly established within the global institutional infrastructure of the independently owned Pacific Investments group, Pacific Asset Management is able to take a non-biased approach to investing, something that incumbent, often listed business struggle with.   

Asset management businesses which were originally founded by Pacific Investments include Thames River Capital which was sold to F&C/BMO, Europa Capital latterly sold to Rockefeller, Liontrust Asset Management plc and River & Mercantile. Additionally, Sir John’s global diversified investment group Pacific Investments also has considerable experience in emerging markets, having successfully founded Thames River Capital with its flagship emerging market fund Thames River Nevsky, which later became Nevsky Capital. 

The Pacific Multi Asset Accumulator range blends ETFs, actively managed funds, factor strategies and direct securities to create affordable, diversified investment solutions. We offer a range of portfolio services to meet clients’ needs, available in Sterling, US dollars, Euros and AUD dollars. 

Pacific Multi Asset Accumulator Defensive 

Of the four funds, this one is designed for those with a lower appetite for risk. As such, it offers the least exposure to the stock market, with equities representing no more than 35% of the portfolio. The rest is invested in fixed income and other diversifying asset classes. 

Pacific Multi Asset Accumulator Conservative 

This fund has a comparatively small exposure to equities, ranging between 20% and 60%. The rest is invested in fixed income and other diversifying asset classes. 

Pacific Multi Asset Accumulator Core 

This fund will typically take a more balanced exposure to gains in equity markets, with such exposure ranging between 40% and 85% and the remainder invested in fixed income and other diversifying asset classes. 

Pacific Multi Asset Accumulator Plus 

This fund will typically take a more active exposure to potential gains in the equity markets – up to 100%. 

Contact Details

Freddie Streeter
Sales Director
fstreeter@pacificam.co.uk
Tel: +44 20 7591 1651

Adella Hives
Junior Associate Director
ahives@pacificam.co.uk
Tel: +44 203 970 2990

Schroder Investment Solutions offers a range of international model portfolios to suit clients across the full risk spectrum.

You can choose from active and sustainable approaches to reflect your clients' views on investment.

We’re focused on delivering appropriate client investment outcomes by leveraging Schroders' proven investment expertise, at a cost that can offer real value for money. 

Schroder Investment Solutions for international investors (schroders.com)

We believe an actively managed, globally allocated, multi-asset portfolio with diversified holdings in traditional and alternative markets provides our clients with a best-in-class approach to investment management. We focus on top-down global macro investing and our expertise spans across equities, fixed income, alternatives, FX and sustainability. Our clients benefit from a professional service backed by a rigorous investment process. We believe that for a portfolio to have longevity and prosperity it must be diversified, or balanced, and our strategies do just that. Whether you have a complex risk requirement and sustainability criteria or something more straightforward, our portfolio managers and fund selectors can find the right fit. Titan Asset Management also offer a Bespoke Model Portfolio Solution for financial advisers, designing and managing a risk-adjusted MPS range that is unique to your brand and your clients. If you would like to find out more about this service, please reach out to our sales team at 020 8152 4274.

Titan Asset Management have found resounding success on the award circuits over the past couple of years. In 2023, we were awarded 'Active Manager of the Year' at the Wealth & Asset Management Awards 2023, and the ‘Fund Manager’ award at the eleventh annual WealthBriefing European Awards in 2023. Preceding that, we won ‘Most Innovative Thematic Proposition’ at the WealthBriefing European Awards in 2022.

In 2022, our fund range received 4 star (ACUMEN Portfolio 5, 6 and 8) & 5 star (ACUMEN Portfolio 7) FE fundinfo Crown Ratings, placing them in the top quartile and decile respectively within the peer group.

What is available on the Novia Global Platform?

International Managed Portfolio Service

Our Managed Portfolio Service is managed by Titan Asset Management.

The suite is made up from 3 risk progressive models and a standalone ESG model, all of which are globally allocated multi-asset portfolios.

Fund Range

Our Fund Range is now managed by Titan Investment Solutions, the sister company to Titan Asset Management.

The ACUMEN Portfolios

The ACUMEN Portfolios go the core of what we do at Titan Asset Management, comprising 5 risk progressive multi-asset class funds and a dedicated income focused fund. The funds are UCITS regulated and invest in ETFs, ETCS and fx forward strategies. The funds benefit from active management that tap into our inhouse view, with daily liquidity and the benefits of inhouse trading. We have been managing these award-winning funds for almost 10 years.

IFSL Titan Equity Growth Fund

The Titan Equity Growth Fund is an actively managed, globally allocated equity fund investing in direct equities. The fund aims to combine high quality bottom-up equity research with our top-down global macro-overlay to deliver a best-in-class solution. The investment strategy focuses on strong balance sheets, high and sustainable returns on capital and strong growth prospects. The fund is UCITS regulated and suitable for higher risk clients. 

Mazarin Funds

The Mazarin funds comprise 3 risk progressive multi-asset class NURS funds (Non-UCITS Retail Scheme). The Mazarin funds invest globally across asset classes and are managed to a strict long term volatility target. The Mazarin fund range primarily invests in third-party active managers, rather than ETFs, although may also invest in other collective investment schemes, direct equities and bonds, structured products and real assets such as property and commodities.

You can find out more information about Titan Asset Management here: Innovative UK Asset Management - Titan Asset Management (titanam.co.uk).

The Investment team publishes regular blogs & investment insights which can be read here: Investment Insights & Quarterly Perspectives - Titan Asset Management (titanam.co.uk)

About Waverton

Waverton is an independent investment management house dedicated to providing high quality investment outcomes through discretionary portfolios for both international and UK clients. We are single minded in our approach and only provide investment management services - dovetailing with the financial and tax planning advice provided by financial planners. Founded in 1986, the firm now has over 170 members of staff, of which a quarter are portfolio managers with responsibility for over £10.9bn of assets (as at December 2023). 

Benefits

We have developed the Waverton Portfolios on Novia Global to be specifically suited to the needs of international clients and advisers seeking a platform based solution. 

The Novia Global portfolios are constructed using four specialist offshore Waverton OEIC Funds which are managed specifically to form the building blocks of the portfolio. The four Funds are the Waverton Sterling Bond Fund, Strategic Equity Fund, Absolute Return Fund and Real Assets Fund. The holdings of each fund are managed in a complementary way so that there is a consistent strategy throughout the portfolios. 

The benefit of our approach is that it allows investors access to the entire Funds universe (both onshore and offshore) through the four Waverton building block funds. The portfolios, therefore, are not restricted in their holdings.

Our approach also allows us to provide the portfolios at a highly competitive rate. 

We have an established history of running platform based portfolios in this way with a proven track record that we would be delighted to share with you. 

Waverton Portfolios

All our portfolios invest on a global basis and are fully diversified by asset class, including the use of alternative assets.  There are five portfolios available through Novia Global which are listed below: 

• Waverton Conservative Portfolio
• Waverton Defensive Portfolio
• Waverton Cautious Portfolio
• Waverton Balanced Portfolio
• Waverton Growth Portfolio
• Waverton Equity Portfolio

More details 

Please click here for details of our approach and the current asset allocation and holdings of each portfolio.

We would be delighted to discuss your requirements and our approach in more detail.

For more information please contact: 

Julian Polnik

Head of Adviser Sales

T: +44 (020) 7484 7419

jpolnik@waverton.co.uk