We work in partnership with Hymans Robertson Investment Services (HRIS), a specialist UK‑wide discretionary fund manager who helps us deliver well‑governed, thoughtfully managed investment solutions for our clients.

HRIS design and manage a range of diversified model portfolios, each built with different risk parameters so you can invest at a level that feels right for you. Their portfolios draw on the deep research and institutional expertise of the wider Hymans Robertson group, a partnership responsible for advising on more than £350bn of pension assets across the UK. Their scale allows them to negotiate competitive fund costs and access institutional share classes, helping us offer our clients the same robust portfolios but at lower cost.

By working closely with HRIS, we combine their investment expertise with our focus on personalised financial planning. They monitor and adjust portfolios as markets evolve, while we ensure that any recommendation reflects your goals, time horizon and attitude to risk. Where appropriate, we will always discuss alternative investment options with you.

Our own Investment Management Committee provides ongoing oversight of the solutions we recommend, meeting quarterly to review performance, positioning, and wider market developments.

If you’d like to explore the HRIS portfolios or read their latest insights, including their monthly Market Digest, contact us and we will be happy to guide you. Or click here to read more.