Financial advisers
Premium solutions designed to deliver real value while helping you grow your business.
Our approach brings the world’s leading managers and strategies together—in a diversified, adaptive and efficient portfolio—aimed at achieving investors' goals.
Flexible solutions for your clients
Managed accounts
Blending leading managers and strategies in a diversified, adaptive and efficient portfolio.
Exchange traded funds
Our range of Exchange Traded Funds can give your client’s portfolio targeted exposure to global financial markets.
Diversified funds
Actively managed multi-asset funds designed to deliver specific growth and income objectives.
Business solutions
Transforming your business to better serve your clients
Practice management
Running a business can be hard, with less time to focus on what matters. We can help.
Effective client meetings
Consider these best practices and resources to connect more deeply with your clients.
Client ready resources
Tools and resources to help you engage and build trust with your clients.
VALUE OF AN
ADVISER
2023 | Your value is in the numbers
Five ways you create value: A+B+C+E+T
Market insights & updates
Access our best thinking on global markets and adviser issues
Q3
2024
Global
Market
Outlook
Market
Outlook
Three-scenario problem
Markets at mid-year 2024 are priced for a no-recession soft landing in the U.S., but mixed data signals are delaying central bank rate cuts. This creates some risk of a harder landing in late 2024/early 2025.
MANAGER
ESG SURVEY
Key findings from this year's ESG manager survey, which assesses the integration of ESG considerations in investment processes amongst asset managers.
Recent blog posts
Hear from our experts on the issues our clients care about
Meet the team
Our team of experts are ready to help you solve the complex problems for your business and clients
About us
We are a leading global investment solutions partner, dedicated to improving people’s financial security.
Our leaders are passionate about improving people’s financial security and exceeding client expectations.
We put the world’s leading investment managers to work for you.
Up-to-date with insights from our experts on global markets and trends
When you invest, it’s good to know you’re among the best.
We embody a strong commitment to exceptional standards of corporate responsibility.