Investment Management for Financial Intermediaries
Thank you for taking the time to check out our website. This site is dedicated to intermediaries who are looking for an unbiased independent partner to reduce business risk and to support them in looking after their clients' investments.
We provide access to an investment committee that has over 150 years of experience of working in the City. We are RDR ready and act with the highest integrity to provide you with peace of mind.
We are different to other discretionary fund managers as we do not charge dealing commissions or any administration charges; we only apply performance fees. We also have our own money in the same strategies and therefore our interests are aligned with you as we share a common goal.
To minimise the inconvenience to your clients, we do not need to move them to a separate platform. We want to act in the best interest of the client. The clients remain with you under your adviser-charging terms. We can manage them on your preferred systems using best-of-breed, well-known fund managers.
All clients' assets are ring-fenced. Any performance fees generated are passed from the platform to you and then onto us. The clients are your clients and they stay that way.
We can proactively manage a very wide range of products with portfolio values from £25,000 using our discretionary authority.
Contact: +44 (0)20 7060 6500 email@example.com 48 Gracechurch Street, London, EC3V 0EJ
Unbiased Portfolio Management (UPM) is a trading name of Independent Portfolio Managers (IPM) Limited who are authorised and regulated by the Financial Conduct Authority. Terms and Conditions. Site developed by TC Designs