Investment

Active Portfolio Management

Tailor our risk-rated, actively managed investment solutions in line with your individual requirements.

Investment solutions with defined time horizons

Our investment management team are highly experienced in active portfolio management and have designed adaptable solutions with transparent expected returns. By using time horizons, we provide you with everything you need to devise a tailored investment strategy.

Prism

12 time horizons driven by a master strategy

Prism is a simple but powerful actively managed solution, based on our strategy of broad diversification across asset classes.

  • Your investment spread over one or more of our risk horizons

  • A minimum investment of £15,000 with no max limit

  • Cost-effective, easy access and multi-currency

Horizon performance history
Fusion

An actively managed portfolio of collective investments

Fusion uses a broad diversification strategy through a managed portfolio of funds and ETFs to target consistently strong returns.

  • Range of risk-rated strategies

  • Typical investment of $100,000

  • Multi-currency: choose from £, $ and € funds

Fusion performance vs ARC benchmark
Sovereign

Our fully managed portfolio

Through active portfolio management, Sovereign marries careful consideration of client requirements and objectives with innovative thinking to target consistently strong returns.

  • Access to our Investment Managers

  • A unique strategy built for you

  • Typical investment of $1m+

Sovereign asset allocation
Fusion ESG

Positioned for sustainable value creation

Fusion ESG allows investors to future-proof their portfolios, focusing on investments which deliver long-term returns from Paris aligned companies. While we are cognisant of third-party ESG scores, we also conduct our own thorough ESG research to identify authentic and suitable opportunities.

  • Available in Sterling, Euro and Dollar

  • A minimum investment of £75,000

  • 5 years investment time horizon (rolling) 

Compare our solutions

 
Prism
Fusion
Sovereign
Typical Investment
£25,000
£100,000
£1-5m+
Portfolio Management Fee
0.25%
0.75%
0.75 to 1%
Approx. OCF (Ongoing Charges Figure)
0.55%
1.6%
0.95 to 1.20%
Currencies
GBP, USD, EUR
GBP, USD, EUR
GBP, USD, EUR, CHF
Access to Investment Managers
Relationship Manager
Relationship Manager
Direct access
Structure
Multi-asset
Fund of funds
Directly invested
Actively Managed
Ideal for
Private clients and
Advisors
Private clients and
Advisors
HNWI, Trustees and
Institutional Clients
Online Access

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