Introducing Blackfinch Tailored Portfolio Service:
Bringing value back into your business

We're excited to announce the latest addition to our range - the Tailored Portfolio Service (TPS). TPS allows you to create your firm's own brand range of multi-asset portfolios, designed around your strategy and values, but using our experienced investment team for execution.

As the financial advice industry continues to evolve, tailored solutions are becoming the next step for financial advisors to thrive. TPS is designed to help you meet the needs of your clients and your firm whilst also aligning closely with the Consumer Duty regulatory requirements, by using a number of strategic options to shape your own portfolio range. This includes, for example, precise mapping to your chosen risk profiler, capping the overall costs, tailored asset allocations and linking to specific investment objectives.

In creating your firm's own range of multi-asset portfolios, shaped around your client base, you can leverage a new fee structure that enables savings for your investors whilst contributing to your bottom line.

Blackfinch Tailored Portfolio Service, bringing value back into your business.

Market Updates

Provide an exceptional advisory experience for your clients with our market updates including a monthly live webinar presented by our investment team.

Simply sign up to as many as you would like to receive, and we'll do the rest!

1350-1360 Montpellier Court, Gloucester Business Park, Gloucester, GL3 4AH

Blackfinch Asset Management Limited is an appointed representative of Blackfinch Investments Limited which is authorised and regulated by the Financial Conduct Authority. Registered Address 1350–1360 Montpellier Court, Gloucester Business Park, Gloucester, GL3 4AH. Registered In England and Wales Company Number 11639647

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