Managed Portfolio Service

Looking for a reliable investment partner? We're with you all the way.

You plan your journey, we'll run your investment engine.

More choice for you, your family and friends, more support for you.

We can help make investing easier for you and your chain, whatever are your risk appetites. Our multi-asset investment Manager Portfolio Service (MPS) solutions are designed to align with your financial advisory process so you can meet your chain’s investment preferences. More choice for your chains, more time for you to advise them, because our experienced portfolio team will manage the investment process for you.

Whatever you need, preferences or investment beliefs, our choice of multi-asset, risk-rated managed portfolio services can help you satisfy your families’ requirements.

Our approach has been designed to complement your financial planning process. Our portfolios are aligned to most of the major risk profiling tools and regularly reviewed to ensure that they remain risk appropriate. Our service can be shaped to better fit your family and friends requirements and ensure you and your chain enjoy an excellent investment experience.

Efficient, effective and cost conscious portfolio management.

Investment strategies that complement your financial planning.

Our Managed Portfolio Service helps our clients achieve their investment goals with a choice of three investment strategies: passive management, combined active and passive, plus a sustainable offering focused on environmental, social and governance (ESG) considerations. Each of these options consist of five multi-asset risk-aligned models benefitting from highly diverse asset allocation and rigorous fund selection processes.

A service that you and your clients can trust

At Target Capital Assets, we put you and your families at the heart of everything we do. Great outcomes for them and a great experience for you.

Working in partnership with  Target Capital Assets  will free-up more of your time. Allowing you to focus your energy on looking after yourself and family whilst we do the heavy lifting behind the scenes.

Greater efficiency

A more consistent, responsive process implemented via our discretionary permissions, means less fuss for families and greater efficiency for you.

Reduced costs

Our economies of scale, cost conscious approach and judicious fund selection help to maximize you and your chain's net returns.

Less business risk

Our additional resource, expertise and processes can help mitigate unnecessary business risk.

“When we decided to outsource our portfolio management, we were seeking a fair price, steady investment performance, reliable service and a trustworthy partner…this is what TCA has provided”