Our Investor Portfolio Service (IPS) brings you an efficient way of managing your clients’ investments by having them all in one place. It brings together your knowledge as an adviser with our service, online technology and tools, giving you more time to develop existing client relationships, as well as build new ones.
IPS offers a wide range of funds from a number of fund managers including M&G, Investec, as well as Legal & General. These funds are carefully selected and monitored by the professionals in our Investment Management Research Unit to ensure they continue to meet their strict criteria.
With IPS your clients have access to the following products:
Email us or call the recruitment team on 0800 027 5444.
Monday to Friday 9am to 5pm.
We may record and monitor calls. Call charges will vary.