Our discretionary investment team have over 150 years’ collective portfolio management experience and have devised flexible investment solutions with fully transparent expected returns.
A simple but powerful solution employing our optimal active portfolio management 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
Ideal for clients seeking l investment opportunities, Fusion targets attractive capital gains and delivers broad diversification through a portfolio of investment funds and ETFs.
Range of risk-rated strategies
Typical investment of $100,000
Multi-currency: choose from £, $ and € funds
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+
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)
