Investment

Managed Portfolio Service

We offer tailored, risk-rated and cost-effective investment solutions to help you meet your financial objectives.

Let our expert team of investment managers make the investment decisions for you

Our team have over 150 years’ collective portfolio management experience and have devised flexible investment solutions with fully transparent expected returns. The team also conducts risk-profiling to make sure we find the most appropriate solution for each client.

Prism

12 horizons driven by a master strategy

A simple but powerful solution employing our optimal strategy of global diversification across asset classes, Prism offers a full spectrum of defined risk-return horizons to suit both short and long term investors.

  • 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

Discretionary portfolio of collective investments

Ideal for clients seeking discretionary investment opportunities, Fusion targets attractive returns and delivers broad diversification through a managed portfolio of investment funds and ETFs.

  • 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 service

The investment process for Sovereign combines careful consideration of client interests, financial goals and risk tolerance with original and innovative thinking to achieve 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

Join our growing list of 10,000+ clients & partners

Create tomorrow... Start today.

Manage all your assets in one place.

There’s more to Capital...