Assetfirst

Unique, fee-based model portfolio service for IFA's

Our range of sophisticated, risk-graded portfolios use low-cost ETFs and Index Funds and have extremely low Total Expense Ratios. Assets remain under your control and the portfolios can be run on all the major Wraps and Platforms... Read More

A Totally New Approach

Rather than charging a percentage of funds under management for this service assetfirst charges its IFA clients a fixed monthly fee based not on client assets but on the number of Registered Individuals (RI) at the firm... Read More

Total Investment Management

The guided architecture service provides Independent Financial Advisers (IFAs) with the intellectual property to create and maintain their own range of low-cost, risk-graded, multi-asset portfolios on their favoured wrap or supermarket platforms... Read More

Assetfirst Cost Benefits

Costs are a fraction of comparable wealth management services. Since adviser income is derived from fee payments and not the commissions investors can be certain that their interests are aligned with those of their adviser... Read More

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"Advisory firm Provisio Limited has also launched what I think could be an equally deadly salvo in the form of its Assetfirst service which is being run in collaboration with Cormorant Capital strategies...."
David Stevenson FT columnist and consultant

Unique...

Assetfirst is a totally unique service for Indpendent Financial Advisors in that it is paid for (via a fixed monthly fee), by the IFA business not by the client.

Unique...

Unique in that it keeps the IFA central to the client relationship - all portfolio maintenance and rebalancing is carried out by you, the IFA.

Unique...

Available for a fixed monthly fee based not on Assets Under Management but on the number of registered Individuals in the company.

Unique...

Unique in that it is platform neutral - the IFA can implement it anywhere that the underlying assets of the portfolios can be purchased.

Overview

What people are saying...

"As we gradually move to a fee based market, initiatives such as Assetfirst will become increasingly important to advisers as they realise the low cost and transparent benefits offered by exchange traded funds (ETFs)."
David Bower, Director, iShares

Assetfirst

Unique, fee-based model portfolio service for IFA's

A Totally New Approach

Total Investment Management

Assetfirst Cost Benefits

"Advisory firm Provisio Limited has also launched what I think could be an equally deadly salvo in the form of its Assetfirst service which is being run in collaboration with Cormorant Capital strategies...." David Stevenson FT columnist and consultant

Unique...

Unique...

Unique...

Unique...

Overview

What people are saying...

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"Advisory firm Provisio Limited has also launched what I think could be an equally deadly salvo in the form of its Assetfirst service which is being run in collaboration with Cormorant Capital strategies...."
David Stevenson FT columnist and consultant