Become a financial adviser partner
Providing robust and repeatable investment solutions to deliver consistent outcomes for your clients.
Partnering with Arbuthnot Latham
Arbuthnot Latham, founded in 1833, has built a strong presence within the industry with long-standing, trusted relationships, including working with professional advisers and intermediaries.
We understand that service standards not only define how you support your clients, but they underpin the way that you operate your business model. These standards will continue to be followed and extended to your clients.
Through our partnership with you, we aim to remove as many barriers as possible for you to serve your clients. We understand that client needs are at the centre of your thinking and want to empower you as the professional adviser, to have the autonomy to offer your clients the right solution at the right time.
Find out more about What we offer - Our team - Our approach.
Market spotlight 2024
Our investment team share their insights here
What we offer
Discretionary Portfolio Service
Our Discretionary Portfolio Service is designed for clients with more complex needs and considerations. We work with you and your clients to ensure they have the right investment solution in combination with the appropriate tailored services to meet their objectives. This service is available for clients looking to invest at least £500,000.
How we work with you and your clients
As part of this service, your clients will be allocated a dedicated investment manager who will support them for the lifetime of their relationship with us.
Working in partnership with you, their Investment Manager is responsible for the portfolio management and will work with you to deliver the appropriate ongoing service required. We commit to meeting with you and/or your clients on at least an annual basis.
Our investment managers tailor the service to ensure your clients’ needs and considerations can be met. This includes being able to accommodate a variety of tax wrappers, CGT, and ISA management along with full tax reporting. You and your clients will also have access to portfolio valuations, important documentation, and reporting features via our online client portal.
Model Portfolio Service
Providing robust and repeatable investment solutions to deliver consistent outcomes for your clients.
Global MPS
Our Global MPS is a multi-asset discretionary investment strategy, giving investors exposure to a range of assets worldwide including equities, bonds, property, hedge funds, alternatives, and cash.
This service predominately invests in actively managed funds and allocates to passive funds such as index trackers, where appropriate.
Sustainable MPS
Our Sustainable MPS incorporates a focus on environmental and social factors and outcomes while considering clients’ long-term financial needs and appetite for risk and reward.
We believe in diversification and continue to invest in traditional asset classes including bonds, equities, property, alternatives, and cash. The individual funds we invest in align with our values and methodology, and aim to deliver value for your clients.
Access our Model Portfolio Service on a range of platforms
Both the Global MPS and Sustainable MPS are available through the following leading platforms:
Global MPS factsheets
Download our Global MPS factsheets below:
Sustainable MPS factsheets
Download our Sustainable MPS factsheets below:
Benefits
We believe the key to successful long-term investing is active management and diversification. Over time, diversification mitigates short-term volatility by spreading your clients’ portfolios across different asset classes and strategies while active management allows your clients to benefit from short-term market opportunities.
We believe that investors with similar objectives and risk tolerances should achieve consistent outcomes over time. We review the models regularly to keep them in line with the ever-changing investment landscape while remaining within the stated risk profile.
With access to your clients’ investments via your platform of choice, you can review performance on a regular basis.
Our team is here to support you and your clients to ensure we deliver an excellent service.
Our in-house experts will discuss what is happening in markets and provide regular market commentary and wider insights.
Our team
At Arbuthnot Latham, relationships are everything. It is through knowledge, understanding, and trust that we can help you on your professional journey.
Having the right expertise at your side to manage risk, while realising your business needs, requires a fluid approach to deliver a seamless service that connects you to highly skilled, expert thinking.
Quote -
“At Arbuthnot Latham, we are committed to providing our advisers and their clients access to innovative products and services in an ever-evolving landscape.”
– Eren Osman, Managing Director, Head of Investment Management
Our approach
We believe that long-term outperformance is delivered by being receptive to changing market conditions and having the confidence and expertise to react accordingly. Our framework allows for the flexibility to be creative in our approach while our governance process ensures that we remain true to our risk framework, disciplines, and beliefs.
Building our portfolios
STRATEGIC ASSET ALLOCATION:
DESIGN AN INVESTMENT STRUCTURE FOR THE LONG-TERM
- Asset allocation optimised for higher risk-adjusted returns.
- Review of global asset universe to provide diversification.
TACTICAL ASSET ALLOCATION:
ASSET ALLOCATION FOR THE CURRENT ENVIRONMENT
- Proactive short-term adjustments informed by our macro view.
- Robust framework ensures risk remains consistent with mandate.
INVESTMENT SELECTION:
BUILDING THE PORTFOLIO
- Style agnostic approach to fund selection.
- Sector specialists drive best-in-class fund selection.
- Active management of foreign currency exposure.
Our global approach
Our approach is simple. By starting from a global perspective, we are free to invest in regions based on fundamental research, without being hampered by structural biases.
Global markets provide investors with broad exposure to all regions and sectors. Global diversification reduces the concentration risk of investing in one region. Various regions experience economic cycles at contrasting times, so investing globally can help provide more consistent returns over time.
Our four regional offices put us within reach of you and your clients.
Bristol
The South West is a creative and industrious hub. Attracting people from all walks of life, this is one of the most exciting places to work and live.
Exeter
For over 25 years, we have provided exceptional client service to individuals, families and businesses across the South West.
London
As one of the oldest banks in the city, we offer Private Banking, Commercial banking, Wealth Planning and Investment Management services.
Manchester
A team of highly qualified individuals who have a common passion in providing a highly personalised and quality service.
Become a partner
Access our investment expertise and services developed through the lens of an adviser.
Latest insights
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The content of this webpage is directed at and only intended for professional advisers in the United Kingdom.
The value of investments, and the income from them can fall as well as rise, and may be affected by exchange rate fluctuations. Investors could get back less than they invest. Past performance is not a reliable indicator of future results.
The tax treatment of investments depends upon individual circumstances and may be subject to change.
Nothing in this content should be considered a marketing communication. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research. It is for information purposes only and does not constitute advice, a solicitation, recommendation or an offer to buy or sell any security or other investment or banking product or service.
This content may be updated from time to time without prior notice.
This content may not be reproduced, distributed, or published without prior consent from Arbuthnot Latham & Co., Limited.