Fusion Wealth

For over a decade our discretionary investment solutions have offered choice and flexibility to advisers and financial planners, helping deliver clients’ investment goals in an efficient, compliant and cost-effective way

If you are looking to reduce the time, costs and risks that can come with managing your clients’ portfolios we’re here to help. Our Model Portfolio Service offers active, passive and responsible investment options across the risk profile spectrum. We also offer single fund solutions blending active and passive investing as well as a low-cost tactical range.

We partner with award-winning investment manager Schroders for access to economic outlook and analysis, tools and expertise that inform our long-term views on asset classes and our Strategic Asset Allocation designed to meet investor goals.

Rayner Spencer Mills Research, a specialist fund rating agency, provide whole-of-market fund research for our model portfolios.

You benefit from significant strength and breadth of resources focused on supporting you and helping deliver the investment outcomes your clients seek.

Well-resourced and experienced team


Fusion Wealth Investment Committee

Schroder Economics Team

Schroder Multi-Asset Team

Rayner Spencer Mills Research

Model Portfolio Service


Long-term strategic asset allocation

Multi-manager approach

Automated quarterly re-balancing

 

Multi-Asset Funds

 


Blending Active and Passive investments

Low Cost Tactical

Tax efficient investing

Re-balanced in "real time"