www.7im.co.uk/financial-adviser/investments/7im-model-portfolio-service

The 7IM Model Portfolios are a risk-rated range of model portfolios designed to complement the planning approach for advisors.

7IM Model Portfolios employ the same process and discipline we use when managing 7IM funds, Strategic Asset Allocation (SAA) – the longer-term and backward-looking view – combined with, where appropriate, Tactical Asset Allocation (TAA) – the short-to-medium forward-looking view.

http://www.8amglobal.com
8AM was established in 2006 and offers a range of investment funds and model portfolio solutions which they run in association with selected partners

https://www.abrdn.com/
The abrdn Managed Portfolio Service (MPS) offers a range of portfolio strategies with a choice of management styles and risk levels. abrdn has extensive experience working directly with intermediaries, via our Business Development Team based across our network of UK locations.

https://www.aspim.co.uk
Albemarle Street Partners is a boutique discretionary fund manager, we partner with a limited number of financial advice firms to provide investment propositions which reflect a firm’s advice philosophy. We offer a range of active, passive, ESG and income solutions which have been designed to deliver consistent client outcomes.

http://www.albertesharp.com/
Albert E Sharp is an established investment manager which provides both discretionary portfolio management and investment advice to individuals, pension schemes, corporates and trusts.

https://www.wcgplc.co.uk/InvestmentManagement
High quality relative outperformance with a choice of 8 models designed to fit easily into your client’s profiling. Includes Higher Income models.

https://www.alphabetapartners.co.uk/
Alpha Beta Partners are a multi-asset manager with a truly global approach focussing on the UK advisory market. Our proprietary forward looking Dynamic Asset Allocation and ‘Risk First’ investment process sets us apart – embracing institutional techniques rarely found in the retail and wholesale market.

http://apollomultiasset.com/welcome/
Apollo Multi Asset Management LLP was founded in July 2008 with the primary aim of preserving and growing the wealth of investors over the medium to long term in the most risk efficient manner possible.

https://www.aubreycm.co.uk
Aubrey Capital Management Limited is a focused global investment manager based in Edinburgh. Our investment team manage a range of multi asset and sustainable model portfolios on the Wealthtime Platform. We believe in the importance of investing on a global basis in quality long term assets that can grow ahead of inflation and avoiding illiquid, opaque or leveraged investments.

https://blackfinch.com/
The Blackfinch MPS Portfolios are multi-asset portfolios actively managed Blackfinch Investments and are globally diversified. We provide straightforward portfolios for clients and extensive business support for advisers. We work exclusively with adviser firms in long-term partnerships. Our aims are to help clients achieve their financial objectives and advisers achieve their business goals.

https://binarycapital.co.uk/
Binary Capital was launched in 2018 by experienced industry professionals with the strategy of creating an institutional mindset, patient capital focused DFM solution for the UK IFA marketplace. Offering a range of investment strategies for clients based around risk adjusted asset allocation. Binary Capital is independent, based in London.

http://www.bordieruk.com/
Bordier UK is a specialist investment manager and part of the Bordier Group, which was established in Geneva in 1844, and has assets under management of circa £11.7bn and a strong Tier 1 capital ratio of 35.5%.

https://www.brewin.co.uk/
Brewin Dolphin is one of the UK’s largest independent private client investment managers.

http://www.brigroup.co.uk
Knowledge. Service. Trust.

http://www.brooksmacdonald.com/
Access to our Centralised Investment Process is now available on the Wealthtime Platform via our range of Multi-Asset Funds, Platform Managed Portfolios Service (MPS) and Responsible Investment Service.

http://www.brownshipley.com
Brown Shipley is a private bank, which combines over 200 years of pedigree with informed advice, contemporary vision and trust to deliver a uniquely personal service.

https://www.canaccordgenuity.com/wealth-management-uk/intermediaries/
Canaccord Genuity Wealth Management gives your clients access to a broad range of wealth management solutions. Our core wealth management services include portfolio management and advisory stockbroking services.

https://www.cantabam.com/
Cantab Asset Management (Cantab) has over £700m of assets under management and provides investment management to intermediaries and institutions.

http://www.castlefield.com
Castlefield is an employee-owned investment and financial services group, based in Manchester and specialising in ethical ESG investing since 2002. Over more than two decades, we have delivered competitive, values-based returns through an approach which is as rigorous as it is genuine.

http://www.charles-stanley.co.uk/intermediaries
Charles Stanley is one of the UK’s leading independently-owned investment management groups, with over £20 billion of funds under management and administration.

https://www.city-asset.co.uk/mps
An award-winning managed portfolio service, including sustainable options and a range of performance targets depending on your client’s goals.

https://www.closebrothersam.com/for-financial-advisers/
Close Brothers Asset Management has teamed up with the Wealthtime Platform to provide Advisers with discretionary management outsourcing solutions.

http://www.copia-capital.co.uk/
Copia Capital Management is a Discretionary Fund Management facility that was established in 2013 by Wealthtime (Novia Financial plc as was) to provide excellence in investing for their clients and advisers.

http://www.cornelianam.com/home.asp
Cornelian Asset Managers is an independent company owned and controlled by the directors and employees.

https://www.ebi.co.uk
ebi specialise in offering evidence based, passively managed, low-cost investment solutions to financial advisers throughout the UK. As the UK’s first Turnkey Asset Management Program (TAMP), ebi provide a suite of additional resources aimed at helping advisers communicate the investment proposition to clients.

https://www.epicip.com/
We have designed the first purpose-built model portfolio to fit Dynamic Planner’s Risk Managed Decumulation service and to meet the needs of retirement. It aims to deliver around 5% gross income while preserving capital with the flexibility to increase the income should clients wish to rundown their pension.

https://eqinvestors.co.uk/advisers
EQ is an award-winning discretionary fund manager with £1.5 billion AUM focused only on sustainable and impact investing. We build partnerships with advisers and networks in the UK, offering innovative active and passive sustainable model portfolios.

https://www.evelyn.com/financial-advisers/
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson. While our name has changed our commitment to delivering a world class experience to our clients remains as strong today as it always has been.

https://www.fefundinfo.com/en-gb/financial-advisers/managed-portfolio-service/
FEfundinfo is a leader in the provision of investment data, software tools and performance analysis to the financial services industry

https://www.fundhouse.co.uk/

Fundhouse was founded in 2007 and is an independent, owner-managed firm providing investment consulting and model portfolio services. Our specific areas of expertise cover fund manager research, asset allocation, portfolio construction and discretionary model portfolios, all built on a solid foundation of evidence-led, deeply researched investment opinions. We offer a range of active, passive, ESG, income and bespoke portfolios which have been designed to deliver consistent client outcomes.

Fundhouse (UK) was established with the goal of providing independent and unconflicted institutional-grade investment services to the UK wealth market (fund research, portfolio construction and asset allocation services). Our fund ratings are detailed, and we rate funds both negatively and positively. In 2018, we introduced the Fundhouse model portfolio service exclusively for financial advisers. We take great pride in three areas. The first is independence, the second is a rigorous process, and the third is a hands-on service. Our model portfolios are low-cost, implement clear views and are wholly unconflicted. We provide clients with direct access to the investment team and a long-term investment partner.

http://www.gam.com
GAM Investments has teamed up with the Wealthtime Platform to provide an integrated wealth management solution for advisers who wish to outsource asset allocation and fund selection to a trusted partner, allowing them to focus on providing advice.

http://www.gdim.co.uk
GDIM’s aim is to help you to find the right balance between providing quality investments for your clients at a competitive price and freeing up your time to focus on providing financial advice. The portfolios come with a range of supporting materials to enable you to explain their options and your recommendations quickly and clearly.

https://www.hawksmoorim.co.uk/
Hawksmoor is an investment management business committed to the responsible management of the wealth entrusted to our care.

https://www.ibossam.com
IBOSS are a boutique asset management company, providing cost-effective, innovative and adaptive investment solutions exclusively to the financial adviser marketplace.

http://wealthinvestment.investec.co.uk/
Investec is a distinctive Specialist Bank and Asset Manager, providing a diverse range of financial products and services to a niche client base in three principal markets, the United Kingdom, South Africa and Australia, as well as certain other geographies.

http://www.investecwin.co.uk
Investec Wealth & Investment (IW&I) is one of the leading and most reputable investment management companies in the UK.

http://www.ipscap.com/
IPS Capital LLP – Limiting Risks, Not Returns

https://www.kingandshaxsonethical.co.uk
King & Shaxson Ethical Investing has partnered with the Wealthtime Platform to provide a range of ethical discretionary portfolios for all types of investors.

http://www.lgtwm.com
LGT WM provides advisers with discretionary investment management solutions through the Wealthtime Platform. The services are for advisers who want their clients to have an appropriate level of investment management and are intended to suit a range of clients from traditional to sustainable investment portfolios.

https://www.liontrust.co.uk/what-we-offer/multi-asset
The Liontrust Managed Portfolio Service (MPS) offers a broad range of 22 target risk and actively managed model portfolios to meet most clients’ risk and return objectives. The Growth, Income and Dynamic Beta portfolios are managed by the Liontrust Multi-Asset team headed by John Husselbee and are designed to help your clients to reach their financial goals.

https://www.thornbridge.com/
Luna Investment Management Limited is an appointed representative of Thornbridge Investment Management LLP. We look to work closely with Financial Advisers and offer a range of active and passive model portfolios.

https://www.mandg.com/wealth/investment-solutions/mps
M&G Wealth Investments’ model portfolios are designed for investors who want a diversified mix of asset classes and regions. As part of M&G plc, we leverage the extensive investment capabilities of our parent company in investing, asset allocation, fund research, and portfolio management. We are driven by our purpose, which is to manage our customers’ savings and investments so that they can live the life they want, while aiming to make the world a little better along the way.

https://www.maia-am.co.uk/
MAIA Asset Management is a boutique investment company offering a range of Alpha, Smart Beta and ethical based managed portfolios, actively managed by highly experienced specialist managers with a focus on optimum performance.

https://momentum.co.uk/
Momentum Global Investment Management (Momentum) is a global investment manager focused on designing, building and managing investment solutions, delivered through multi-asset funds and DFM model portfolios. Established in 1998, Momentum is part of MMI Holdings, a large South African insurance and investment business, listed on the Johannesburg Stock Exchange.

http://www.global.morningstar.com/UKManagedPortfolios
The Morningstar Managed Portfolios are for advisers looking to access professionally managed portfolios. We’ve designed the portfolio’s risk management approach to align with the needs of your clients – our goal is to preserve their savings and to not invest in assets if the reward isn’t worth the risk.

http://www.newscapegroup.com/
Newscape Capital Group is a specialist investment and advisory firm providing first class products and services for institutional and intermediary clients.

https://www.ocmwealthmanagement.co.uk/
OCM Asset Management is the Discretionary Investment Management (DIM) arm of OCM Wealth Management.

https://www.optimuscapital.co.uk/
Our aim is to build the most cost-effective portfolios into which we invest our own money.

http://p1-im.co.uk/
P1 makes discretionary investment management more accessible by providing low-cost, targeted investment solutions, meaning our portfolios are suitable for a wider range of clients. We pride ourselves in offering an adviser-led investment management service.

http://www.premierfunds.co.uk/
Premier Asset Management is proud to be an independent asset management company that is not part of a larger financial services group, and we are wholly focused on asset management and client service.

https://www.portfoliometrix.com/
We innovate and challenge tradition to deliver advisers a diversified, award-winning proposition. We operate differently so advisers can better serve their clients.

http://www.pricebailey.co.uk/services/private-client
We are delighted to be working with the Wealthtime Platform to provide financial advisers and their clients with access to our low-cost portfolio management service.

http://www.quartet-im.com/
Based in Richmond, Surrey, Quartet is an award winning investment manager that provides creative investment solutions for private clients and their associated entities across the globe.

http://www.quiltercheviot.com/
Quilter Cheviot is one of the UK’s largest independently owned discretionary investment firms, providing services to private clients, trusts, charities, pension funds and intermediaries. Our heritage can be traced to 1771.

http://www.riverscm.com
Rivers Capital Management was launched to provide Financial Advisers with risk-rated multi asset investment solutions. These are constructed for long term capital growth or income generation.

https://www.rowan-dartington.co.uk/intermediaries
We take wealth management personally and know that every client is different and every investment decision is personal. By looking at the bigger picture and the small individual details when managing wealth, we are better placed to help our clients achieve their goals and ambitions, both now and in the future.

http://www.saltus.co.uk/
Saltus is an independently owned investment management company, established in 2004.

https://www.sanlam.co.uk
Sanlam UK is a leading provider of high-quality investment management services. We are part of the Sanlam group, listed on the Johannesburg Stock Exchange with a market value of £10.2*. Established in 1918, the group provides a range of services to more than 10 million clients globally. Sanlam UK has £13 billion of assets under management and advice.

Home

With over 30 years of experience in building multi-asset portfolios for private clients and charity investors, the Sarasin Thematic Model Portfolios allow advisers to leverage that experience to meet the needs of their own client base.

https://www.schroders.com/en/uk/adviser/investment-solutions/
Schroder Investment Solutions focuses on delivering strong outcomes for clients, leveraging Schroders’ proven investment expertise, at a cost that can offer real value for money. The range offers a broad choice of model portfolios to suit clients across the full risk profile spectrum.

https://scmdirect.com/
Born out of the 2008 financial crisis and a desire to offer UK investors simple, modern, fair fee and transparent investment solutions, SCM was launched in 2009 and has well established ten year track record of managing ETF portfolios.

https://www.kleinworthambros.com/en/
We understand the importance of creating strong relationships based on trust, service and expert knowledge. Our one straightforward goal is to add value to the services that you offer your clients to meet their needs with imagination, skill and attention to detail.

https://www.tattoninvestments.com/
Tatton Investment Management is an investment manager principally recognised for its benchmark setting Platform based Managed Portfolio Service (MPS).

http://tavistockwealth.com/
Tavistock Wealth manages over £1bn of assets on behalf of retail clients. Our services are based on a combination of traditional values and revolutionary thinking, producing ethical and consistent net returns.

http://www.thorntons-investments.co.uk
Thorntons Investments offer a range of model portfolios, each carefully managed within a specific risk target to suit a range of investor risk profiles.

http://www.tidewayinvestment.co.uk/
Tideway Asset Management’s CIO and Investment Committee bring decades of experience in the fixed income and equity markets to the task of creating Tideway Horizon Portfolios. Horizon portfolios are specifically designed for pension drawdown investors, ISAs, Offshore Bonds and General Investment Accounts (GIA) with a view to delivering stable, secure returns ahead of inflation (i.e. positive ‘Real’ returns) after all fees.

https://www.timeline.co
Timeline is the UK’s premier turnkey asset management provider (TAMP), offering: low-cost, evidence-based, discretionary model portfolio service (mps) exclusive to financial planning firms.

https://www.tyndallim.co.uk/
Tyndall manages curated strategies for individual advisers.

www.vanguard.co.uk/professional/investment-capabilities/multi-asset/lifestrategy

Through our multi-asset range, advisers can access up to 24,000 securities, 45+ countries and more than 35 currencies across a broad range of index funds and ETFs.

What’s more, we manage the regular rebalancing of model portfolios to keep investments aligned with clients’ financial goals.

Advisers can also enjoy the peace of mind that comes from knowing Vanguard is a global leader in providing a multi-asset range to investors. With over £740 billion* invested across our multi-asset range globally, all supported by a team of experienced portfolio and investments specialists.

We recognise advisers are contending with increasingly complex and varied client needs, while investment markets are dynamic, and dealing with regulation can be onerous. Against this backdrop, time has become an adviser’s most valuable commodity and spending it efficiently has never been more important.

The key feature that all our multi-asset ranges have in common is their outward simplicity. Multi-asset investing does not need to be complicated. In our view, a straightforward, diversified, low-cost approach should serve our investors well.

Models

• Vanguard LifeStrategy 20% Equity MPS Classic

• Vanguard LifeStrategy 40% Equity MPS Classic

• Vanguard LifeStrategy 60% Equity MPS Classic

• Vanguard LifeStrategy 80% Equity MPS Classic

• Vanguard LifeStrategy 100% Equity MPS Classic

• Vanguard LifeStrategy 20% Equity MPS Global

• Vanguard LifeStrategy 40% Equity MPS Global

• Vanguard LifeStrategy 60% Equity MPS Global

• Vanguard LifeStrategy 80% Equity MPS Global

• Vanguard LifeStrategy 100% Equity MPS Global

For more details on the ranges, please see the links below: – https://www.vanguard.co.uk/professional/investment-capabilities/multi-asset/lifestrategy

Rebalance schedule

Vanguard Models Portfolios are rebalanced on a 3-month basis.

Charges

Annual Portfolio Charge:

• 0.10%* – LifeStrategy MPS

All-in fee (OCFs + APC):

• 0.20-0.23%** – LifeStrategy MPS

*Annual portfolio charge – is the ongoing charge to run the stated model portfolio.

**All-in fee – is the summation of the underlying OCFs and the model portfolio annual portfolio charge.

Contact details

enquiries@vanguard.co.uk

Investment risk information

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

Some funds invest in emerging markets which can be more volatile than more established markets. As a result the value of your investment may rise or fall.

Investments in smaller companies may be more volatile than investments in well-established blue chip companies.

The Vanguard LifeStrategy® Funds may invest in Exchange Traded Fund (ETF) shares.

ETF shares can be bought or sold only through a broker. Investing in ETFs entails stockbroker commission and a bid- offer spread which should be considered fully before investing.

Funds investing in fixed interest securities carry the risk of default on repayment and erosion of the capital value of your investment and the level of income may fluctuate. Movements in interest rates are likely to affect the capital value of fixed interest securities. Corporate bonds may provide higher yields but as such may carry greater credit risk increasing the risk of default on repayment and erosion of the capital value of your investment. The level of income may fluctuate and movements in interest rates are likely to affect the capital value of bonds.

The Funds may use derivatives in order to reduce risk or cost and/or generate extra income or growth. The use of derivatives could increase or reduce exposure to underlying assets and result in greater fluctuations of the Fund’s net asset value. A derivative is a financial contract whose value is based on the value of a financial asset (such as a share, bond, or currency) or a market index.

For further information on risks please see the “Risk Factors” section of the prospectus on our website at https://global.vanguard.com.

Important information

This information is directed at professional investors and should not be distributed to, or relied upon by retail investors.

For further information on the fund’s investment policies and risks, please refer to the prospectus of the UCITS and to the KIID before making any final investment decisions. The KIID for this fund is available, alongside the prospectus via Vanguard’s website https://global.vanguard.com/

This information is designed for use by, and is directed only at persons resident in the UK. The information is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information is general in nature and does not constitute legal, tax, or investment advice. Potential investors are urged to consult their professional advisers on the implications of making an investment in, holding or disposing of shares and /or units of, and the receipt of distribution from any investment.

The information is for educational purposes only and is not a recommendation or solicitation to buy or sell investments.

The Authorised Corporate Director for Vanguard LifeStrategy Funds ICVC is Vanguard Investments UK, Limited. Vanguard Asset Management, Limited is a distributor of Vanguard LifeStrategy Funds ICVC. For investors in UK domiciled funds, a summary of investor rights can be obtained via https://www.vanguard.co.uk/content/dam/intl/europe/documents/en/Vanguard- InvestorsRightsSummaryUKFUNDSJan22.pdf and is available in English.

Contact

Guy Wickramanayake

0203 753 5172

guy.wickramanayake@vanguard.co.uk

www.vanguard.co.uk

https://www.vintageassetmanagement.co.uk
Vintage Asset Management is an independent and boutique discretionary fund management company which offers a range of model portfolios through a suite of five risk-rated strategies. The essence of our business is the provision of a high quality investment management service with a focus on a strong relationship with advisers.

http://www.waverton.co.uk/
The Waverton Model Portfolio Service (MPS) is exclusively available to clients of financial advisers with our full range of portfolios available through the Wealthtime Platform.

https://www.whitechurch.co.uk
Established since 1982, Whitechurch Securities Ltd offers award winning discretionary fund management services, ranging from low entry model solutions to bespoke solutions. Ethical investment solutions are available across our range of portfolios with a three year performance record.