A New Approach


Improving Profitability

Assetfirst is a unique model portfolio service designed to help Independent Financial Advisors comply with the demands of the Retail Distribution Review (RDR) by adopting a recurring fee charging model at a level that improves profitability by controlling the costs of investment management.

The Assetfirst service provides IFAs with the intellectual property to create and maintain their own range of sophisticated, low-cost, risk-graded, multi-asset portfolios on their favoured wrap or supermarket platforms.

Unique, inventive and independent, Assetfirst brings together all aspects of investment management under one simple fee structure.

The result: A new approach to investment management in the IFA arena which takes into account your firm’s size and structure, philosophy and future focus.