Intermediaries
125+
8.6 billion
Variety of Investment options
We work with a range of professional financial intermediaries including IFAs, lawyers and accountants.
Our focus is on providing a service that best suits the needs of your individual clients or the organisations you represent.
Your Ravenscroft investment manager will construct and manage a portfolio of investments which reflects your client’s attitude to risk and long-term needs for both income and capital growth or capital preservation.
For Financial Advisers: We work closely with you to offer access to our investment proposition. As an Adviser you will be responsible for assessing which strategy is right for your clients’ situation and financial objectives. We will ensure that you are kept informed of our most up to date views and changes to our portfolios through regular communications and access to our investment managers.
Our Core Services
Advisory Investment Service
Offering a gateway to our offerings, our advisory service allows you to take advantage of what we do across our business. Our experienced team is dedicated to helping you build a unique portfolio that suits your clients' investment needs. Regular two-way communication is actively encouraged and builds trust and familiarity at a personal level.
For more information regarding our Advisory Investment Service please contact our team in Peterborough by calling +44(0)1733 315155
or email info-uk@ravenscroftgroup.com
Discretionary Investment Management
Our discretionary service allows you to hand over the day-to-day management of your clients’ investment portfolio to our Investment Managers, who will monitor your clients’ holdings and make the investment decisions on their behalf.
In matching your clients’ portfolios to their individual objectives and personal risk tolerances, our Investment Managers will employ our proven core investment strategies to satisfy their requirements. Regular reporting and updates are designed to ensure that you are kept fully in the loop and briefed on the progress of your clients' investments.
For more information regarding our Discretionary Investment Management Service please contact our team by calling +44(0)1733 315155 or email
info-uk@ravenscroftgroup.com
UK Investment Funds
Our fund range has been designed to cater for a broad spectrum of investment requirements and risk appetites.
- IFSL Ravenscroft Diverse Income Fund - a multi-asset fund of funds
- IFSL Ravenscroft Balanced Fund - a multi-asset fund of funds
- IFSL Ravenscroft Growth Fund - a multi-asset fund of funds
- IFSL Ravenscroft Global Blue Chip - a focused portfolio of direct stocks
All our funds are aligned with our long-term investment themes.
Managed Portfolio Services (MPS) on platforms
We offer a range of managed portfolios which range in objective from Income to Growth. As you would expect, these are managed in accordance with our global and thematic approach to investment. Portfolios will consist of funds and if appropriate, Exchange Traded Funds (ETF’s). These Model Portfolios are already available on a number of “platforms” and can be added to your preferred platform upon request. You will be responsible for assessing which strategy is right for your client’s situation and financial objectives. Effectively you outsource the day to day management of your clients’ investment portfolio, whilst maintaining the client-adviser relationship.
For the most up to date list of platforms and risk rating providers, please contact us by calling +44(0)1733 315155 or email info-uk@ravenscroftgroup.com
We provide regular market commentaries which are relevant to the day-to-day management of your client portfolios to allow you to keep informed about their investments.
Personal advice from a knowledgeable and proactive team
Being part of the local community means daily contact and accountability to clients, as we could meet them at any time; by the school gate, in the supermarket queue or out in a local pub or restaurant. In the same way as you as financial advisers can interact with your clients.
This in-turn dictates the language with which we engage with our clients; in other words in clear, simple and transparent language that our clients can understand.
