Support for you and your clients
Success in financial advice requires a strong investment proposition and excellent client relationships.
Working with you, our Portfolio Services team are here to help you build low-cost, effective and goal-oriented portfolios that maximize value to investors, and give you back critical time to focus on your clients.
"It's little wonder financial advisers are in such demand, given the value good advice can add to client outcomes. We're here to support that value with simple but effective portfolio solutions."
Head of Portfolio Analytics & Consulting
How we can help you
Attitude to risk
Learn more about your clients’ investment preferences using our free risk profiling tool.
Speak to our experts
Consult with our experts so they can examine your portfolio for hidden biases and compare portfolios.
Our approach
We believe in a top-down approach to portfolio construction that is driven by four essential investment principles: clear goals, a balanced portfolio, low costs and
long-term discipline.
Asset allocation
Align portfolios with client goals through appropriate asset allocation.
Sub-asset allocation
View hypothetical performance, customise the variables and compare how different portfolios could perform.
Investment selection
Demonstrate on screen with your clients or export in PDF.
Model portfolios
Save time with our straightforward model portfolios. We’ll take care of the investing so you can focus on your clients.
Why Vanguard?
Heritage
Our expertise in portfolio construction and asset allocation began back in 1976.
Expertise
30+ experienced investment strategists to develop and maintain portfolio strategies.
Value
Keeping costs low means your clients get to keep more of their returns.
Source: Vanguard as at 31st July 2024.
