Multi-asset investment solutions

Our capability

When you choose Marlborough’s multi-asset solutions for your clients, you have the reassurance of knowing you’re choosing an award-winning investment team with more than 200 years’ combined experience.

We’re committed to working in partnership with you to deliver first-class long-term outcomes for your clients.

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Why is our multi-asset special?

01.

Simplicity

We provide a comprehensive investment solution in a single portfolio.

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, which is to help advisers grow by achieving first-class outcomes for their clients.

Introduction by Nathan Sweeney, our CIO - 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 asset allocation 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.

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 clients’ financial objectives into reality.

You can select the investment solution that best suits each client’s needs, whether it’s our managed portfolio solutions (MPS) service, our multi-asset portfolios or our bespoke portfolio management service, Personal Portfolio.

Our MPS service has five stars and a gold service rating from Defaqto, with performance comparable to the best in the industry. We offer active, passive and blended options for the underlying funds.

Our multi-asset portfolios offer Capital Gains Tax benefits for clients 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.

Our Team

Find out more about the multi-asset solutions team

Latest updates

Monday espresso podcast

Our multi-asset team take to the studio to share their views in our weekly 5 minute podcast.

Weekly market review

Nathan Sweeney boils down this week's hot topics into this useful two page summary.

Latest commentary

The commentary gives an overview of markets and the team shares their thoughts on the outlook for the months ahead.

Our latest thought leadership

Our team provide timely expert analysis to keep you and your clients informed. They regularly comment on market events and trends – and share insights about how we manage portfolios.

Here are a selection of recent articles from our team.

What fantasy football can tell us about the active-versus-passive debate

What can assembling a winning football team in the Fantasy Premier League teach us about constructing investment portfolios?

Here Chief Investment Officer Sheldon MacDonald highlights the similarities and explains why a portfolio, just like a successful team, needs a combination of ‘stars’ and dependable workhorses.
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A very deep dive into due diligence

Many advisers who see the term “due diligence” in an article’s opening lines may be tempted to stifle a yawn and read no further. In a bid to dissuade such behaviour, let me quickly tell you how a lack of due diligence could have cost me my life.
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