Our clients

We have a great deal of experience in working with different types of clients.

We currently manage assets on behalf of more than 150 institutional pension funds, investing in our range of pooled pension products or via segregated mandates, often with customised benchmarks. Our institutional business development team and fund managers understand the particular needs of pension fund trustees and work with them and their consultants to develop the right investment solution for their scheme.

We also provide investment expertise for fund selectors, wealth managers and other financial institutions. Again, this can be through a bespoke investment mandate or via one of our unit trusts or OEICs. If you want to discuss our services in more detail, you can contact our wholesale business development team.

Private investors are able to access our funds through an independent financial adviser.

Our Cash Management team works with a wide range of clients to help them meet their liquidity needs. Irrespective of their size, all of our clients have similar primary objectives for their cash: to ensure its safety, to receive good investment returns and to have immediate access to it for any business needs.

  • Plcs: Managing balance sheet assets to provide a more competitive return than is available on the overnight money market.
  • Educational bodies: We manage cash assets on behalf of more than 80 educational establishments.
  • Charities: Ensuring security for endowments and donated assets while providing daily liquidity to meet funding needs. We are the fifth largest provider of cash management services to the charity industry.
  • Pension schemes: Managing pension fund assets as part of a strategic asset allocation to meet future liabilities. We work directly with scheme trustees as well as their investment consultants.
  • As at 31 December 2017.