Financial advisers are increasingly seeking investment solutions from asset managers with the experience and resources required to manage client portfolios. By partnering with a leading firm like atomos, you can spend more time focusing on growing your business and adding value to your client relationships.
Managing wealth to agreed risk profiles can be particularly time consuming, and comes with additional regulatory responsibilities. That’s why many advisers choose to use atomos' risk-rated model portfolio services.
These provide the flexibility and control that today’s financial advisers need to meet different investment objectives with precision through the most appropriate vehicles, including ISAs and SIPPs.
Our active model portfolios are a range of investment funds blended in line with specific risk profiles and managed by a team looking to outperform the relative benchmark. We create portfolios by combining actively managed third-party funds from the whole of the market, which we blend according to the investment environment and outlook for potential returns. By adjusting the mix of funds, we ensure the portfolios remain within the agreed level of risk.
This service is suitable for your clients who are willing to pay active management fees in the expectation that it is possible to outperform the benchmark.
Partnering with atomos gives financial advisers access to our award-winning fund managers and their research teams. The team has experience across a range of asset classes including equities, fixed income, property (listed and non-listed) and alternatives and they have the expertise required to seek out investment opportunities from around the world and adapt to a continuously changing investment environment.