Making changes to third-party manager line-ups within multi-manager portfolios can come through choice or necessity. Specialist Transition Managers (TM) can partner with wealth managers to help them navigate these changes. TM services can help minimize unnecessary costs, mitigate risks, eliminate performance holidays, and reduce the administrative burden on in-house investment teams.
Wealth Management - Knowledge Hub
Learn about how Russell Investments’ flexible partnership solutions can help grow your business
Our Wealth Management Knowledge Hub includes videos and articles focused on the key investment and business themes in the UK wealth management industry. From efficient implementation of investment portfolios, innovation within model portfolio services, and risk management solutions, we provide the insight that you need to help you build growing, profitable businesses and better client solutions.
Wealth Roundtable - Optimising business growth and investor outcomes
Our recent industry roundtable, in association with Citywire, brought together leaders from across the UK wealth management industry to discuss how wealth managers can increase their operational efficiencies, better control risk, and provide differentiated investment solutions to investors.
Insights from the US Wealth Market
Chris Frost, Director, Customised Portfolio Solutions, sat down with Brad Jung, Managing Director, Co-Head of North America AIS, to discuss key trends in the US wealth management market, and how Russell Investments is helping clients and investors across the globe reach their long-term retirement goals.
Providing more tailored outcomes for US investors
Personalised Investment solutions via Separately Managed Accounts (SMA), direct indexing, active-ETFs, and tax management, is enabling US wealth managers and advisers to create investment solutions tailored to individual investors’ needs and beliefs.
Solutions through global wealth partnerships
Russell Investments is partnering with wealth managers, banks and adviser firms across the globe. Working together to create solutions which are right for their businesses and the needs of their clients.
Investing through market uncertainty
The only certainty is uncertainty, so how can we construct portfolios using the right tools and approaches to ensure that portfolios can keep on-track to meet investors’ long-term goals.
AI and technology helping to create better client outcomes
AI and technology offers the potential to help managers construct better portfolios, and enable advisers to improve their communication to clients.
10 Questions on MPS Unitisation
For those used to traditional Model Portfolio Service (MPS), the idea of shifting to a unitised approach can feel daunting. To demystify the process and address common misconceptions, we have answered ten key questions.
Wealth Management – Partnership Solutions
Our range of investment and implementation solutions can help support wealth managers’ growth ambitions
Frequently Asked Questions for Wealth Managers
Constructing, launching and growing investment solutions is complex and requires ongoing co-ordination across numerous internal and external teams. Using a third-party implementation partner such as Russell Investments to help in part or all of the process, can bring both cost and operational efficiencies for wealth managers, freeing up their resources so they can focus on their clients.
A partial or fully unitised ‘building block’ approach to constructing MPS portfolios can help reduce costs, streamline operations, and create differentiated investment solutions which are better aligned to meet the long-term needs of investors.
Russell Investments provides an integrated toolkit of implementation, risk management, trading, currency and investment outsourcing solutions which can increase efficiencies and tackle the challenges in wealth managers’ investment portfolios.