Master Portfolio Service
Strategies that mirror your client's mindset
Each of our six pre-defined portfolios are carefully designed to reflect your client's investment objectives and attitude to risk.
Find out more
Head of Intermediary Services
To discover more about our Master Portfolio Service and how we might be able to help you, please call our team or complete our contact form.
Which portfolio is right for your client?
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.
Designed for clients with some emphasis on capital preservation. Investments are weighted towards government bonds, investment grade corporate bonds and cash to reduce volatility.
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.
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.
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.
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.
Your hard-earned reputation will be in safe hands.
5 Star Defaqto Rating
The quality of our services has been recognised by Defaqto, who awarded us five stars for our Master Portfolio service.
"IW&I have a reputation for excellent service, quality of staff and performance"
Adviser, West Midlands