Explore our Investment Solutions

By using our experience, expert contacts and the courage of our convictions, we deliver tailored investment solutions that match both your tolerance of risk and your long-term goals.

Flagship Model Portfolios​

Our core suite of solutions.

Core MPS

Our one-stop shop liquid investment solution.

The portfolio focuses on blending the best of active and passive investing.

Active MPS

Our flagship and leading portfolio range.

The portfolio invests across our best active ideas to generate clear, credible, active outperformance for clients.

Passive MPS

Our very low-cost portfolio range.

A whole-of-market portfolio, investing in index-trackers for high-quality market exposure at a very low cost.

Partnership Model Portfolios

For advisers seeking investment solutions tailored specifically for their business.

White Label

Working closely with you to deliver your centralised investment process

Responsible Investment ​ Model Portfolios

A suite of solutions for clients seeking additional non-financial objectives.

Ethical MPS

Our ‘Dark Green’ portfolio range.

Investing with strict avoidance criteria to avoid harm.

The range focuses on funds that have strict screening criteria in line with our ethical criteria

Sustainable MPS

Our better future portfolio range.

Investing in companies offering products and services that help create a greener, more sustainable world.

The Sustainable Investment Strategy is directly aligned with the UN Sustainable Development Goals.

ESG Blend MPS

Our low-cost approach to responsible investing.

Investing in companies that possess good or improving ESG characteristics.

The range blends active and passive responsible investment funds.

Islamic MPS

Invest in alignment with your faith

The portfolio range is targeted at clients seeking a portfolio that is shariah compliant.

Bespoke Capabilities

A transparent discretionary proposition to assist advisers in delivering a tailored investment solution.

Defined Returns MPS

Seeking to achieve defined return targets.

For investors seeking a highly pragmatic approach to active multi-asset investing.

Investment Trust MPS

Invest in a portfolio of best-in-class investment trusts

The portfolio invests in Investment Trusts (closed-ended investment  vehicles) for equity exposure.

Bespoke MPS

Invest according to your clients' exact required outcomes.

A model portfolio constructed and managed around your mandate.

Smiling man in suit with cityscape background.

John Ruskin

Chairman

John is an accomplished CEO with over 25 years of international leadership experience, having built and sold two self-funded businesses to large, listed companies, and run two major divisions of world-leading enterprises.

He co-founded, built, and sold Cube Financial Group (1997 – 2006), the world’s first independent brokerage agency, which grew to £120M revenues and >100 employees in UK and US. Acquired by Société Générale’s Fimat (Newedge). Further to this he led Newedge’s Futures, Options, Equities & Fixed Income business (2006 – 2013), maintaining stable trajectory throughout the financial crisis, and growing the business to €200M revenues and 550 salespeople in eight markets.

John then co-founded, grew and sold Coex Partners Group (2014 – 2018), growing to £11M revenues in three years with an international client base of hedge funds and asset managers in UK, France, and US. Acquired by TP ICAP.

After his exit from Coex Partners he headed Agency Execution for TP ICAP (2018 – 2022), one of four divisions of the world’s largest Interdealer Broker, leading organic and acquisitive growth to increase revenues from £30M to £320M in four years. John also directed integration and strategic refocus of Liquidnet into TP ICAP (2021 – 2022), as a key member of the leadership team that closed $600M acquisition of Liquidnet in 2021 embedding a new vision, strategy, and roadmap for the business to ensure sustainable growth.

John is hugely passionate about social mobility, having worked with schools, community centres, social enterprise clubs, and the Metropolitan Police on multiple initiatives, and mentored young people through BTEC and A levels. He is a family magistrate.