FE Investments Tailored Portfolios

Our custom MPS for advisers enables you to shape our core investment capabilities and
expertise around your unique business objectives and client book, while we handle the
day-to-day investment management and administration.

The value of investments and the income from them may go down as well as up and you
may not get back the amount originally invested.

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Meeting your needs

An investment proposition built around you

With your insight we can build a custom investment solution around your investment philosophy and specific client profiles to help deliver the best possible outcomes. From optimising the client reporting we produce, to your framework for asset allocation, we want to help you to deliver an investment proposition that meets the needs of your clients.

Meet your clients' specific needs

You bring the best understanding of your clients and their needs. With your insight, we build around your client profiles and business challenges to help deliver good outcomes.
A partnership you can depend on

Our team supports you throughout the partnership to provide you and clients with access to our investment team and high-quality support and materials.
Keep control of client relationships

As with our other portfolios, you remain completely in control of the client relationship, while we take on the administrative burden of monitoring and managing your clients' investments.
Stay compliant

Rest assured that your investment proposition is fully compliant with improved governance and oversight and helps deliver good client outcomes.

KEY FEATURES

Tailored Portfolios

Shape our capabilities around your requirements

Harness our operational excellence

Pairing your expert knowledge of your client base, with our robust internal processes and scale brings a wealth of benefits.

Over our experience as an outsourced investment manager, we've built rigorous processes including exception management and corrective actions for rebalances, stress-testing, risk monitoring and more. This means we can support you with a fully compliant, bespoke investment proposition.

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Deep fund research and approved list
Diversification driven by portfolio optimiser tool
FE Investments’ internal governance processes
Efficient portfolio administration and rebalancing
Robust compliance

Deliver a more compliant investment proposition

We provide the target market assessment for your portfolios and simplify meeting the demands of Consumer Duty by ensuring that we efficiently design portfolios that meet your clients’ needs. We can provide customised client-friendly reporting that helps demonstrate the value of your advice and proposition.

This is supported by a joint product governance committee and oversight from our other internal processes such as exception management and corrective actions for rebalances, stress-testing and risk monitoring to provide you with a fully compliant, bespoke investment proposition.

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Fully compliant, bespoke investment proposition
Customised client-friendly reporting
Joint product governance committee
Stress-testing and risk monitoring

What can be tailored?

Our expert team work with you in a consultative and iterative way to better understand your business and objectives to produce a solution that fits your brief.

With your insight, we build around your client profiles to help deliver the best possible outcomes.

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Number of holdings for diversification
Influence strategic asset allocation
Bespoke reporting

WHAT OUR CLIENTS SAY

How we have been helping advice firms

We have great, transparent communication with FE Investments; regular investment meetings, updates before rebalances are executed, an easily accessible and helpful personal contact, and our clients can sign up for FE Investments’ weekly market commentary.

Charlotte Jamieson

Chartered Financial Planner, Clear Cut Financial Planning

We are in the process of introducing our clients to the newly established FE Investments models, but are pleased with the outcomes so far and the models are performing well compared to other discretionary models.

Jack Taylor

Principal Adviser, HCI

FEATURED INSIGHT

WEBINAR: How can a Tailored MPS help your advice business?

Rob Gleeson, Chief Investment Officer, and Catherine Makin, Head of Tailored, discuss how Tailored works, the capabilities and use cases in this webinar recording.

Watch now

Our awards

Are you ready to get started?

Speak to one of our investment specialists to see how we can help transform your investment proposition

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Discover our Managed Portfolios

We offer a range of risk-managed investment solutions aligned to different stages of the client's journey. They have been built around your needs to best support you and your clients.