IWP firms provide independent advice; we think that’s important for clients. We ensure that professional support is available to help our firms conduct the best possible investment research for client needs, on a whole of market basis.
We also make sure that our firms have access to good quality investments at a lower price than is commonly available elsewhere. That’s why IWP firms will have access to a model portfolio range, available on a discretionary basis at low cost. It will fit with typical risk rating tools and will offer both active and passive variants.
Giving you access to robust and up to date asset allocation models
Robustly researched funds, accessing quality passive and active solutions at institutional share classes
Helping you do the best possible job of caring for each individual client’s needs
Access to good quality, competitively priced discretionary portfolios compatible with your risk tool and available in active, passive and ethical variants.