Model portfolio services

Alquity offers a specialist approach to responsible investment combining deep market and sustainable investment expertise with real tangible impact. Offering a bespoke sustainable MPS service that can be adapted to your business and client preferences.

Alquity is a specialist investment management firm founded on the principle of providing attractive investment solutions while creating positive social impact. Through our unique virtuous circle business model, we are committed to responsible capitalism, donating 10% of all revenues through our Transforming Lives Foundation to development projects worldwide. To date, we have generated $3m in donations and transformed 66,000+ lives where we invest.

Alquity’s Responsible MPS solutions leverage our deep responsible investment expertise to provide professionally managed, diversified portfolios that aim to deliver both financial returns and positive social impact.

Model Portfolio Solutions (MPS)

Our model portfolios are designed to meet varying client risk profiles and investment objectives. We combine rigorous fund selection with responsible investment principles, delivering diversified solutions that align financial performance with positive social and environmental impact.

Our MPS Approach

• Comprehensive portfolio construction: Systematic methodology for building balanced portfolios across different risk levels
• Responsible fund selection: Careful curation of funds that demonstrate strong governance, environmental stewardship and social responsibility
• Targeted Impact: Anchored by our sustainable core funds, portfolios can be focused on specific client wishes such as climate change, nature and biodiversity or social development
• Monitoring & Reporting: Regular portfolio reviews with detailed fact sheets and commentary provided to advisers and their clients
• Flexible Implementation: Portfolios designed for easy implementation across various platforms and client structures

Why choose Alquity responsible MPS?

• Specialist focus on responsible investing with measurable social impact
• Structured portfolio construction methodology and ongoing management
• Comprehensive support materials and regular communication
• Strong operational infrastructure and client service commitment
• Unique combination of investment discipline and social responsibility

For more information on building responsible portfolios aligned to your client wishes and tailored to your business, please contact:

Suresh Mistry
Head of Sustainability
[email protected]

Canaccord Wealth gives your clients access to a broad range of wealth management solutions.

We have built up our business and reputation over many years and now, in the UK and Europe, our investment specialists manage and administer over £35.9bn of assets (as at 31 December 2024).

We are part of Canaccord Genuity Group Inc., a publicly traded company under the symbol CF on the Toronto Stock Exchange. The Group has offices in 10 countries, including wealth management offices in the UK, Channel Islands, Isle of Man, Canada and Australia. Canaccord Genuity, our international capital markets division, operates in North America, the UK and Europe, Asia, Australia and the Middle East.

Available now through the Novia Global platform:

Our International Managed Portfolio Service provides a range of five diversified portfolios, available in GBP, USD and EUR. The portfolios invest in a wide range of investments to ensure a spread of risk across the full range of asset classes. 

The portfolios are:

• IMPS Defensive
• IMPS Cautious Balanced
• IMPS Balanced
• IMPS Growth
• IMPS High Growth 

This service is managed by a team of 80+ experienced investment managers and client services personnel whose aim is to meet the investment objectives and service needs of our clients.

For more information please contact:

T: +44 1534 715 555

E: [email protected]

Copia Capital Management is at the forefront of modern investing, drawing on both academic and institutional excellence. They offer cost effective, diversified, multi-asset portfolios for a given set of portfolio objectives – constructed using Exchange Traded Funds.

Copia Capital is an award-winning Discretionary Fund Manager (DFM). We work exclusively with IFAs and our aim is to construct superior portfolios to meet client needs across the full risk-return spectrum.  ‘There’s a better way to do this’ is our business mantra and we pride ourselves on having a unique, market-challenging approach backed by proprietary risk, optimisation and market screening tools. This mindset continues to serve us well.

Copia offers a proven route for IFAs to reliably de-risk their investment activities with a range of industry-leading portfolio services. Working in partnership with us allows IFAs to achieve great client outcomes, because every investment decision is underpinned by Copia’s data driven approach and technical know-how. We’re all about finding new, improved routes to achieving investment success and for innovating. In turn, we ensure your success by prioritising the development of personal connections with every one of our IFAs. It means we can think on behalf of every one of your clients, identifying the best possible funds available to suit their unique investment goals across their lifecycle. 

Copia are pure B2B specialists. Unlike other discretionary fund managers, we will never deal directly with retail investors and we have no ambitions to.

Whether you are interested in the ‘ready to go’ Sterling, Euro or US Dollar Copia MPS portfolios, our IFA-branded MPS Plus service to support your client marketing or in our MPS Copia Custom service with portfolios designed bespoke to your client base, we have something to suit your business strategy. 

Thanks to our expert guidance, thousands of IFAs guide their clients towards high performance portfolios and investment success. We add value to the work IFAs do by sharing our extensive experience in Discretionary Fund Management and by offering a fresh and value-based partnership approach.

Since launching in 2013 as a division of Novia Financial Plc, we’re now one of the most respected DFMs in the industry. In 2021 we were awarded the “Best Value for Money” DFM by Citywire Awards. This success reflects the tight-knit, modern partnerships we have with our clients.  Now backed by Anacap Financial Partners, Copia is a stable business with strong growth and is seeing an increasing demand for our services.  

Contact for more information:

Copia Capital Management
Hamilton House
1 Temple Avenue
London
EC4Y 0HA

Tel: 020 4599 6475

Email: [email protected]

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson. While our name has changed our commitment to delivering a world class experience to our clients remains as strong today as it always has been.

Founded more than 180 years ago, the group is trusted to look after £55.8 billion of assets (as at 31 March 2022) for our global clients from offices across the UK, Republic of Ireland and Channel Islands.

All of our services are underpinned by a disciplined investment process and delivered by highly qualified and experienced professionals.

Evelyn Partners’ purpose is to ‘place the power of good investment advice into more hands’ and we believe we are uniquely placed to support financial advisers and their clients navigate the ever-changing investment landscape to achieve their goals.

At the heart of our investment approach is the understanding that clients are particularly sensitive to losses, rather than being averse to taking investment risk (in the form of uncertainty). At Evelyn Partners, we aim to preserve and grow the real value of our client assets through time.

The core beliefs of our investment philosophy are: 

• To achieve returns ahead of cash and inflation
• Understand risks taken and particularly the risk of capital loss
• To back our judgement and invest alongside our clients
• The principle of diversification
• To embrace the use of both funds and single securities
• To use active and passive management techniques for the benefit of our clients
• To be aware of and to minimise the impact of costs 

Evelyn Partners offer International and Sustainable portfolios in Sterling, Dollar and Euro denominations.

For further information please contact:

Harriette Collings
Director of Business Development
Tel: +44 (0) 20 3818 6653
Mobile: +44 (0) 7894 233 034
Email: [email protected]

LGT Wealth Management was formed in 2008 with the aim of offering a fresh approach to wealth management by putting clients first and providing a transparent service, designed around what is right for them. 

The partnership ethos of our business has attracted some of the best talent in our industry and drawn together in-depth experience from a number of disciplines. We are part of LGT Group, wholly owned by the Princely Family of Lichtenstein, which provides us with the benefits of a long-term outlook and strong financial stability. 

Available via the Novia Global platform are our international propositions, managed by our expert investment team: the International Model Portfolio Service and the International Sustainable Model Portfolio Service, illustrated below.

International Model Portfolio Service (iMPS)

The International Model Portfolio Service is a discretionary investment service comprising of five diversified portfolios that meet a range of objectives and risk profiles as well as a strategic income portfolio. The service has a centralised investment process, which combines the experience of our investment managers with the in-depth knowledge of our dedicated research team. Available in GBP Sterling, Euros and US Dollars, the five multi-asset unconstrained portfolios are each expected to fall within certain volatility, annualised return and maximum loss ranges. The strategic income portfolio targets an income yield. 

International Sustainable Model Portfolio Service (iSMPS)

The International Sustainable Model Portfolio Service comprises five risk profiles across GBP, EUR and USD. The ultimate aim of the iSMPS is to generate strong and consistent investment returns for clients, whilst supporting our sustainable philosophy. The portfolios aim to achieve this by investing in a diversified range of funds, holding companies with strong Environmental, Social and Governance (ESG) credentials and delivering a positive impact to society and the environment.

Key benefits:

• Dynamic, forward-looking and actively managed investment propositions give clients reassurance that our award-winning expertise is being put to use as we respond to changing market conditions and the opportunities that occur throughout the market cycle
• Clients benefit from our strong research capabilities and investment solutions that may not be accessible in their country of residence
• Can provide clients protection from a depreciating domestic currency and, in the case of the iSMPS, an excellent additional risk-management tool by taking an integrated and long-term view, with the understanding that sustainability has become an important value driver across all sectors/ industries/geographies
• “Tax wrapper neutral” solutions that can be accessed via an appropriate pension or offshore bond wrapper

Contact our International Business Development team for further information:

Email: [email protected]

Phone: +44 (0)20 3207 8000

New Horizon Asset Management is a business-to-business (B2B) specialist, dedicated exclusively to empowering international financial advisers with model portfolio solutions. With teams in London, Dublin and Guernsey, New Horizon brings extensive investment experience across multiple jurisdictions.

Since 2008, New Horizon has provided research, analysis and investment management services to institutions, family offices and charities. We build strong personal relationships with advisers to understand their perspectives and the needs of their clients.

Our expertise lies in asset allocation, cost management, and liquidity optimisation – creating portfolios that are efficient, transparent and designed to deliver consistently strong risk-adjusted returns.

We work with the world’s most trusted ETF providers and, through the integration of AI-powered investment methodology for stock selection and active management, New Horizon is helping shape the future of data-driven, objective investing.

For our advisers and their clients, this means more rigour, less risk and greater peace of mind – delivered by a nimble, personable investment partner that blends deep experience with cutting-edge technology.

Our Unified Investment Approach blends passive and thematic strategies to maximise diversification and stability:

• Passive allocation delivers low-cost market exposure and structural efficiency.
• Thematic allocation adds adaptability through real assets, tactical and income opportunities.

This combination creates a resilient, adaptive portfolio framework designed to perform through changing market conditions, supported by ESG integration and liquidity discipline.

Costs:
0% discretionary management fee arrangement on Novia Global, with total model OCFs starting at 0.52%

Technology:
An intuitive online portal enables advisers to produce proposals and client reports quickly and professionally.

Established in 1993 by Sir John Beckwith and Mark Johnson, Pacific Investments has a proven record of identifying industry-leading investment managers.

Pacific Asset Management is a progressive investment manager that looks after over £12.2 billion* on behalf of individuals and organisations. Their approach is simple: to make investing work better for clients.

As a privately owned firm, Pacific is not held back by outdated systems or ways of working. This gives them the freedom to build a modern, flexible model that puts client needs first.

From the ground up, Pacific has been designed to be forward-thinking. By combining smart technology, strong investment research and efficient operations, the firm delivers solutions built for today while staying relevant for the future.

Pacific is authorised and regulated by the Financial Conduct Authority (FCA). The firm holds sufficient regulatory capital, is profitable and continues to grow. Having passed rigorous due diligence, Pacific is trusted by institutions, discretionary investment managers and advisers around the world.

At the heart of their business is a commitment to finding better ways to manage money and give clients confidence in their financial future.

*AUM as of end of August 2025

PAM MPS overview

Our International Core MPS range offers five highly diversified multi-asset portfolios, carefully constructed to meet a broad range of client objectives. The range is managed across five defined risk profiles that target a set level of risk/volatility to deliver more predictable long-term outcomes.

• Defensive
• Conservative
• Balanced
• Adventurous
• Aggressive

Each portfolio blends exposure across equities, fixed income, alternatives, diversifying assets and cash, combining both efficient (passive index tracking) and dynamic (actively managed) strategies. The efficient portion works to capture market-based returns using passive index tracking funds, limited to equities and fixed income, with the actively managed dynamic overlay allowing for real time tweaks in the portfolio in the most cost-effective way.

Through our wider offering, we also manage Sustainable and Income model portfolios, which are available through the Novia Global platform. 

The multi-asset investment team is made up 11 investment professionals with over 100 years of combined experience, with two portfolio managers and a team of analysts and quantitative specialists, who leverage the knowledge and expertise of our single manager strategists along with their own bank of industry experience to remain proactive in their portfolio positioning.

The Pacific Asset Management model portfolio service is supported by our integrated AdviserLab technology which is designed to streamline your processes and improve client servicing. 

Contact our team for further information: [email protected]

www.pacificam.co.uk

Telephone: +44 (0) 20 3970 3100