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What difference are you looking to make?
Why work with us?
You’re committed to delivering first-class outcomes for your clients – and we offer a range of outstanding services designed to help you do exactly that.
Our award-winning single strategy funds, multi-asset solutions, portfolio unitisation service and digital-first investment platform, have all been designed to help financial advisers succeed and grow their businesses by providing an exceptional service for clients.
We believe in building long-term relationships with advisers, supported by our team of industry experts and a passionate ‘can-do’ attitude that we apply to everything we do.
We’ll work in partnership with you, sharing the experience we’ve built up over more than 35 years in the investment world to support your business at every stage of its growth. By shouldering some of the burden, we can free up time for you to work on building your all-important client relationships.
It’s this partnership approach and commitment to exceptional service that sets us apart – helping us make a difference for your clients, and your business.
Awards and Accolades
- Nathan Sweeney, Marlborough’s Chief Investment Officer – Multi-Asset, and Raj Manon, Head of Investment Solutions, were both selected Citywire Wealth Manager’s Top 100 2023 – their annual list of the UK’s most influential fund selectors.
- Marlborough European Special Situations has been named best European small and mid-cap equity fund over five years in the Refinitiv Lipper UK Fund Awards 2023.
Our Services for Intermediaries
01
Investment Solutions
Actively managed investment solutions for individual, intermediary and institutional investors.
02
Fund Services
Expert independent Authorised
Corporate Director (ACD), portfolio unitisation and fund administration services.
Corporate Director (ACD), portfolio unitisation and fund administration services.
03
Platform Services
Digital-first technology with a commitment to exceptional service.
