Tailored Platform Solutions (TPS)

Many advisers recognise the value of outsourcing the investment management function allowing them to focus solely on giving financial advice. Our TPS offering allows for wholesale outsourcing where portfolios are managed via your chosen platform to your specific asset allocations, ensuring they are suitable for your in-house risk mapping.

A Centralised Investment Proposition (CIP) - The CIP is built to the remit of your firm on one of the platforms with whom JM Finn have an agreement. You are treated as our client, acting as agent on behalf of the underlying investor – this tripartite arrangement allows you to retain control of the client relationship, and custody of the assets via their platform.

Integrating a low-cost, scalable solution into your proposition – Once built on platform, the CIP can be used both for new business as well as any legacy business that could be migrated from existing Advisory portfolios to the new Discretionary option. We can help transition an asset migration by taking into consideration existing Advisory fund holdings during the initial portfolio construction phase. We currently have arrangements in place with Ascentric, Transact, 7IM and Praemium.

Key features:

  • Model portfolios built to Intermediary’s remit
  • Portfolios can hold solely passive funds or have a blend of passive and active funds
  • A disciplined fund selection process
  • Custody of assets via Intermediary’s platform
  • Disciplined rebalancing policy manages risk, responds to shifts in global markets and guards against portfolio drift
  • Intermediary retains client relationship
  • Access to an experienced investment team who have been running TPS mandates for over 10 years
  • Regular reporting with bespoke quarterly investment updates