We offer a wide range of investments from the leading independent fund managers
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- Bespoke Plan Investment Options
iPlan
An off-the-shelf multi-employer plan designed to provide smaller populations with access to the international retirement plan market.
Bespoke Plans – Investment options
We offer a wide range of investments from the leading independent fund managers, our buying power enables our clients to benefit from institutional rates usually reserved for only the largest of investors.
We have a transparent approach to business and we are completely neutral on the investments our clients choose to utilise in their retirement plans. We don’t have a “tie-in” with any fund managers and don’t accept any form of remuneration from fund promoters, as such our clients can be assured we never have any bias between one fund and another.
The investment options on our platform include both “passive” and “active” funds from all the leading fund houses, the current fund houses our clients have investments with are shown below.
- Baillie Gifford
- BlackRock
- BNY Mellon
- Capital International
- Cazenove Capital
- Eaton Vance
- Franklin Templeton
- Fundsmith
- Goldman Sachs
- Harding Loevner
- HSBC Investment Funds
- Invesco
- Janus Henderson
- JP Morgan
- Legg Mason
- MFS Meridian
- Pimco Global
- Rathbones
- Schroders
- T Rowe Price
- Vanguard
- Vontobel
