Driven by partnership,
built for advisers.
An extension of your firm's investment expertise. White-label MPS solutions designed around your CIP, your brand and your client relationships, delivered with the discipline of a pure-play discretionary manager.
You lead the relationship. We manage the investments.
Partnership Portfolios are built to work seamlessly inside your business, giving you the confidence of institutional portfolio management without losing client ownership. We act as an extension of your firm, providing disciplined discretionary management, rigorous oversight and continuous governance that align with your advice and your clients' goals.
A partnership built on four firm grounds.
Everything we do for an adviser firm sits on the same four foundations. Take one away and the partnership stops working as it should.
Your Brand, Our Investment Engine
You remain at the centre of the client relationship. We provide white-label reporting, branded factsheets and market commentary all under your name. Your clients see your firm, not ours, in every interaction that matters.
Independent, Open Architecture
No in-house products and no ties that compromise outcomes. Fund selection is guided by evidence, aligned to your philosophy and focused purely on client benefit. The way independence is supposed to work.
Disciplined Portfolio Governance
Our investment committee combines quantitative discipline with experienced judgement. Portfolios are managed within a strategic asset allocation framework with volatility oversight, stress testing and transparent rebalancing. You get direct access to the decision-makers behind every adjustment.
Built to Scale With You
From ready-made white-label MPS to fully co-manufactured mandates shaped with your Investment Committee, the partnership adapts as your firm grows. We support structured IC processes, client communications and consistent research delivered by an experienced investment manager.
Three ways to partner. Choose your level.
Every adviser firm is different. Our partnership framework offers three defined entry points, each calibrated to the level of control, customisation and involvement your firm wants to retain.
From conversation to live portfolios. In six considered steps.
Every partnership follows a process refined over years of working alongside adviser firms, designed to move from first conversation to live portfolios with clarity at every stage. Four phases. Six stages. One partnership.
Discovery, Fit & Review
We unpack your current range, philosophy and risk approach, review your portfolios in full, and propose how we would construct and manage them.
Mandate & Governance
We formalise the investment framework in writing, covering beliefs, risk parameters, costs, exclusions, reporting and communication standards.
MPS Proposal
We translate the mandate into a risk-graded MPS structure, with a detailed review of asset allocation, fund selection and portfolio construction. An iterative drafting process aligns the design with your objectives.
Agreement & Compliance Sign-Off
Our compliance team works alongside yours to execute the Investment Management Agreement, and align Consumer Duty, Target Market and fee disclosures.
Launch & Enablement
Models are deployed across your agreed platforms. White-label factsheets, commentary and client letters are prepared. Advisers and support teams are trained for a frictionless client transition.
Ongoing Management
Portfolios are monitored continuously and rebalanced on schedule. Factsheets and quarterly reports are delivered under your brand, and we support the proposition with adviser training, events and thought leadership as the mandate scales.
What you will receive. And what you can shape.
Every partnership comes with a defined set of deliverables, all branded to you, plus a meaningful set of levers your firm can pull to make the proposition genuinely your own.
Standard across every partnership
- Monthly FactsheetsConcise, branded updates clients can read and trust.
- Quarterly Investment ReportsTransparent reporting on performance, attribution and positioning.
- Meet the ManagersDirect access to the Binary Capital Portfolio Management team at a moment's notice.
- Thought Leadership PiecesExpert insights presented under your brand to build authority.
- Monthly Market UpdatesShort, timely summaries of what is driving markets.
- Market CommentariesContext and analysis to help advisers explain the bigger picture with confidence.
- Portfolio X-Ray ReportsIn-depth reporting for clients who want a detailed view of their investments.
Shaped around your firm
- Risk Profiler MappingA range that maps to your chosen risk profiler.
- Asset AllocationTailored to reflect your house view and client base.
- Fully Active, Passive or BlendedThe construction style that fits your CIP.
- Investment Committee ContentTailored IC packs that fit your governance rhythm.
- Platform CoverageTailored range available across the platforms you require.
- Cost CapCap the overall cost to the client at a level you set.
- Client-Facing ContentBespoke literature and communications that fit your client journey.
Two recent examples. Two different shapes of partnership.
The same framework, applied to two very different adviser briefs. Both led to live, branded MPS solutions running on platform.
Low-cost, white-label MPS
White-Label BespokeAn adviser's client base was spread across a range of multi-asset funds, creating inconsistency and cost pressures. They needed a lower-cost, more streamlined solution to support client transitions, while retaining their brand identity front and centre.
Using our white-label bespoke service, we reviewed their CIP and philosophy, then adapted existing portfolios to align with their client base. Models were launched across four platforms, supported with co-branded factsheets, tailored marketing and branded reporting.
Cost-sensitive clients were transitioned smoothly, gaining clarity and cost savings. The adviser now has a scalable, simplified CIP with consistent governance and branded materials, reducing operational complexity while reinforcing their market positioning.
Blended portfolio with investment trusts
Adviser-InvolvedAn adviser wanted to offer clients access to investment trusts within model portfolios, recognising their role in delivering long-term outcomes. They were keen to integrate these into their CIP in a way that was both consistent and client-ready, and valued that Binary Capital even helped bring this to life within our framework.
We conducted a detailed review of their CIP and identified scope to enhance it with a blended solution combining passive funds, active managers and investment trusts. Together, we agreed a mandate that reflected their philosophy and risk framework, ensuring it aligned seamlessly with their advice proposition.
The adviser seamlessly rolled out the new portfolio across their client base. Clients benefited from a more diversified solution at a lower cost, while the adviser enhanced engagement, reinforced their CIP, and strengthened their reputation with a differentiated, high-quality proposition.
Five reasons firms choose Binary Capital.
Adviser-led, brand-first
You remain at the centre of the client relationship. We support you with full transparency, producing white-label reporting and commentary that keeps your brand, not ours, front and centre.
Independent and conflict-free
We have no in-house products and no ties that compromise outcomes. Our open-architecture approach ensures fund selection is guided by evidence, aligned to your philosophy, and focused purely on client benefit.
Disciplined, with direct access
Portfolios are managed within a strategic asset allocation framework, using only liquid, transparent instruments. Oversight includes volatility bands and stress testing, with advisers given direct access to the decision-makers behind every adjustment.
Cost leadership with purpose
Our Passive Portfolio runs at 0.05% AMC, among the lowest in the UK. We believe cost is a certainty, returns are not, and we only allocate fees where they add demonstrable value.
Breadth with clarity
From blended and passive portfolios to outcome-driven and tailored mandates, every solution is risk-mapped, platform-ready and designed to integrate seamlessly into your CIP. Built for scale, managed with discipline, structured to last.
Let us show you what partnership could look like for your firm.
A short conversation is the best way to start. We will listen first, then sketch the shape of a partnership you can actually picture working in your practice.
