Power your investment advice with a model portfolio service built around your needs
In a challenging investment climate, it is more important than ever for financial advisers
to be equipped with the right solutions and support to deliver good investment outcomes
for their clients.
The value of investments and the income from them may go down as well as up and you
may not get back the amount originally invested.
FEATURES & BENEFITS
What are the benefits of our model portfolio service?
At FE Investments, we draw on decades of experience in supporting the financial advice industry and understanding the funds market.
Unlike many other DFMs, our solutions are specifically designed to help meet the challenges you face and empower you to focus on delivering first class financial advice, giving you an edge in a competitive marketplace.
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Spend more time with clients
We take on the investment management, allowing you to spend more time with your clients, adding value, building relationships and helping them achieve their financial goals.
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Grow your business
Set your organisation up for growth by using our range of portfolios. They align to distinct client types and lifecycle stages and are the foundation of a scalable investment advice process.
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Strengthen your process
Our investment approach focuses on controlling risk and maximising diversification so you can provide your clients with portfolios that meet their objectives and limit undue surprises.
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Enhance client service
Informed clients are happy clients. We provide you with a range of reports to keep your clients up to date and the support you need to deliver exceptional service.
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Comply with regulation
The compliance burden is made easier with a strategic partner that understands sound financial advice. Your clients receive support and jargon-free reporting to support compliance.
KEY FEATURES
How we support you
Partner with a model portfolio service that puts you and your clients at the centre of a modern, technology driven solution.
Managed Portfolio Ranges
Deliver more suitable recommendations with a broad range of portfolio goals and objectives.
We offer a range of investment solutions aligned to different stages of the client's journey. Each has different risk profiles and objectives but remains focussed on risk management and maximising diversification, allowing you to closely match more clients' needs.
- Toolkit of solutions for more suitable recommendations
- Expert fund analysis and deep research
- Sophisticated, white-labelled reporting
- Built with regulation in mind
Tailored Portfolios
While our core ranges cater for a wide variety of investment needs and risk profiles, we appreciate that sometimes advisers want something more bespoke to support their investment philosophy or a specific client segment.Â
With Tailored, you receive all the benefits of our standard managed portfolio range, in a solution built around your unique business.Â
- A custom MPS tailored to your unique needs
- Leverage our operational efficiency
- Reflect your investment philosophy
- A trusted partner
WHAT OUR CLIENTS SAY
How our model portfolio service has helped financial advisers
We have great, transparent communication with FE Investments; regular investment meetings, updates before rebalances are executed, an easily accessible and helpful personal contact, and our clients can sign up for FE Investments’ weekly market commentary.
Charlotte Jamieson
Chartered Financial Planner, Clear Cut Financial Planning
Are you ready to get started?
FEATURED INSIGHT
Why outsource your investment process to a DFM?
Increasingly, advisers are partnering with specialist investors to complement their process and help deliver better advice outcomes for their clients - but why?
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