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.
Fusion Wealth Investment Committee
Schroder Economics Team
Schroder Multi-Asset Team
Rayner Spencer Mills Research
Long-term strategic asset allocation
Automated quarterly re-balancing
Blending Active and Passive investments
Low Cost Tactical
Tax efficient investing
Re-balanced in "real time"