Master Portfolio Service

Investment models for your client

 

Six pre-defined portfolios, each carefully designed to reflect your clients' investment objectives and attitude to risk.

 

Portfolios designed for your clients

Give your clients a choice of six pre-defined model portfolios. Each one has been designed to meet a specific investment objective, both long and short-term, and satisfy a range of attitudes to risk.

Global exposure

Investments are in collective funds, not individual shares. Each portfolio offers exposure to global financial markets, containing unit and investment trusts, open-ended investment companies (OEICs) and ETFs/Trackers.

One-to-one support

We provide you with one-to-one support in looking after your clients' investments. Our underlying investment managers are unbiased in their fund selection, supported by a robust research process.

Find out more

  • Matthew Salmon

    Matthew Salmon

    Senior Investment Director

    If you would like to know more about our Master Portfolio Service give me a call or complete our contact form.

  • Paul Salter

    Paul Salter

    Investment Director

    If you would like to know more about our Master Portfolio Service give me a call or complete our contact form.

Find out more

Matthew Salmon
Paul Salter

Matthew Salmon

Senior Investment Director

If you would like to know more about our Master Portfolio Service give me a call or complete our contact form.

Paul Salter

Investment Director

If you would like to know more about our Master Portfolio Service give me a call or complete our contact form.

The six model portfolios

Defensive portfolio

Low risk

Suitable for clients with shorter-term requirements (less than five years) seeking capital preservation with only modest levels of risk. Investments are typically weighted towards government bonds, investment grade corporate bonds and cash.

Cautious portfolio

Low-medium risk

Designed for clients with some emphasis on capital preservation, though this cannot be wholly guaranteed. Investments are weighted towards government bonds, investment grade corporate bonds and cash to reduce volatility. 

Income portfolio

Medium risk

A diversified combination of investment vehicles and asset classes, including bonds, is used to make up the Income Portfolio. Equities and other alternatives, such as commercial property, are also widely used in this portfolio.

Balanced portfolio

Medium risk

Ideal for clients seeking a combination of capital growth and income, the balanced portfolio contains a very diverse mix of domestic and international asset classes, including equities or bonds, property and other alternatives.

Growth portfolio

Medium-high risk

This medium-high risk objective portfolio includes international and domestic investments, with equities tending to be the most dominant class. These are supported by bonds, property and alternatives.

High-growth portfolio

High risk

This portfolio is suited to clients who are adventurous investors, comfortable with increased risk as they look to achieve added capital growth. It is likely to be dominated by equities, with exposure to higher risk such as emerging markets and niche areas.

Our related investment services for IFAs

Discretionary Portfolio Management

As your client’s trusted financial adviser, you understand their objectives and values best. We'll work closely with you to tailor and manage their portfolios, to reflect this understanding and build trust.

AIM Portfolio IHT Plan

Designed to protect your clients' assets from inheritance tax after only two years, this plan can also be set up inside an ISA. A discretionary service suitable for investments over £100,000.

Platform Investment Service

To help you give your clients outstanding service, we have created a platform investment service to complement other services your clients may be using. 

Structured Product Service

A service created specifically for your clients who want a defined return over a defined period.

Find out more

  • Paul Salter

    Paul Salter

    Investment Director

    If you would like to know more about our Master Portfolio Service give me a call or complete our contact form.

  • Matthew Salmon

    Matthew Salmon

    Senior Investment Director

    If you would like to know more about our Master Portfolio Service give me a call or complete our contact form.

Find out more

Paul Salter
Matthew Salmon

Paul Salter

Investment Director

If you would like to know more about our Master Portfolio Service give me a call or complete our contact form.

Matthew Salmon

Senior Investment Director

If you would like to know more about our Master Portfolio Service give me a call or complete our contact form.

Useful downloads

Master Portfolio Service brochure
Master Portfolio Service - Why chooses Investec Wealth & Investment

Our investment services

See how else we can manage your clients investments