After you have assessed your clients’ needs and investment timescales, we can help you to:
- Access the most appropriate tax wrappers
- Calculate and agree your clients’ attitude to risk
- Identify the ideal asset allocation for their portfolio
- Pick the most appropriate funds to match that allocation and then monitor them over time.
With our tools and support you can do all this while maintaining optimum performance for your clients.
Skandia Investment Solutions gives you access to:
- The premier investment managers across the world
- The most comprehensive suite of online portfolio management tools in the UK
- The support of highly qualified Skandia consultants and specialists
- One of the largest fund research and monitoring teams in Europe through Skandia Investment Group.