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 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
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
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+
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)
