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Multi-asset investment solutions

Our expertise

When you invest with Marlborough, you’re choosing an award-winning investment team with more than 200 years’ combined experience, who are committed to helping you achieve your financial goals in life.

Working with your adviser, you can select from our range of multi-asset solutions. These are comprehensive portfolios investing in a blend of different investments assets – such as shares, bonds and infrastructure – and are designed to achieve the optimum long-term returns for your chosen level of risk.

Why is our multi-asset special?

01.
Simplicity
We provide a comprehensive investment solution in a single portfolio. We are committed to communicating regularly using retail-friendly language in a variety of formats.
02.
Diversification
Rather than putting all your eggs in one basket, your portfolio will combine a range of key global asset classes, with the aim of providing a smoother ride through changing market conditions. This is because individual asset classes are likely to perform differently as economic conditions change.
03.
Expert investment management
Our investment team use a rigorous and disciplined process to seek out best-in-class fund managers to include in the portfolio. They will continually monitor the portfolio and make any changes that are needed to the balance of assets as market conditions change.
04.
Risk-graded
Our portfolios are tailored to different risk profiles, with lower-risk options typically containing more bonds, while investors comfortable with more risk will have greater exposure to shares.

Our Philosophy

We provide advisers with a quality centralised investment proposition built on a single consistent and repeatable process that’s used across our comprehensive range of multi-asset solutions. We have one investment team, one process and one goal.

Introduction to Multi-asset

Our centralised investment proposition

Our five stage investment process

We use the same clearly defined investment process across our range of multi-asset solutions.

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  • Strategic asset allocation. We determine the optimal long-term balance of different asset classes for each portfolio.
  • Tactical asset allocation. We make measured adjustments to our balance of assets to manage shorter-term risks and seize on opportunities.
  • Asset selection. We aim to select the best funds to provide access to the different asset classes.
  • Portfolio construction. We select the right combination of different funds to construct each portfolio.
  • Investment oversight. We continually review our portfolios to ensure they are doing the best job possible and provide the best value.

Strategic Asset Allocation

Defining the long-term allocation that aligns with the client’s risk-return objectives and broader investment goals.

Tactical Asset Allocation

Adjusting allocations dynamically to respond to changing market conditions and opportunities, maximising potential returns while managing risk.

Asset Selection

Identifying and selecting instruments (including funds, equities and bonds) that can support solutions for clients.

Portfolio Construction

Assembling diversified portfolios that incorporate both active and passive strategies, carefully balancing risk and reward to meet specific client needs.

Investment Oversight

Continuously monitoring performance, reassessing market conditions, and making adjustments as needed to ensure the portfolio remains aligned with its objectives.

Our solutions

We have one highly experienced investment team, using one clearly defined investment process and with one objective, which is to help you turn your financial objectives into reality.

Working with your adviser, you can choose the investment solution that best suits your needs.

Our managed portfolio solutions (MPS) service has five stars and a gold service rating from independent research body Defaqto, with performance comparable to the best in the industry.

Our multi-asset portfolios offer Capital Gains Tax benefits for investors not using a tax wrapper such as a pension or ISA, they have access to a wider range of investment options and can be more agile in seizing opportunities.

We also offer a bespoke portfolio management service, Personal Portfolio.

Our Team

Find out more about the multi-asset solutions team

Risk warning

This information is provided for general information purposes only and should not be construed as personal financial advice to invest in any fund or product. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.