Working with you, for your clients

Strong partnerships for mutual success

When you are choosing a partner to help you manage your clients’ wealth, you want to be confident their investment process is robust and credible. Our main objective is the same as yours: to ensure your clients feel confident, valued and achieve their investment goals.

Our multi-award winning investment team bring with them the legal, risk, accounting and compliance infrastructure that supports Signia Wealth, which manages over £1.5bn for its successful clients around the world.

The Signia range of funds provides investors with access to globally diversified strategies across the major asset classes. Returns are driven by long term asset allocation models, combined with tactical decisions which are made to take advantage of shorter term opportunities in markets.

Signia ensure that fund construction and implementation is efficient via a mix of direct investments, trackers and best in class managers where we have conviction in their ability to outperform.

A sophisticated risk management framework supports the process and maximises the risk adjusted returns to investors.

Join the growing number of professionals working with Signia Invest

We offer a range of solutions

Access our team via our funds, through the managed portfolio service (MPS) and discretionary routes, drawing from our extensive experience and investment expertise. Whatever you and your individual clients decide, you can be sure we’ll provide a solution to meet the client’s personal objectives and attitude to risk.

Services for Financial Advisers,
Fiduciaries and Professional Introducers

We will tailor our partnership to meet your needs and preferences as well as your clients’, we strive to build an enduring relationship that works for you and your firm.

We work with financial advisers, trust companies, lawyers, accountants, family/multi-family offices and other third party introducers, providing a service for your individual clients or the charities or organisations you represent.

Our goal is to meet your clients’ personal investment needs and achieve the best possible returns for each client’s chosen level of risk.

All our fund building and management resources are supported by our rigorous and robust investment process, including insights into local and international markets. Speak with us today.

How can we help?

If you would like to know more about how Signia Invest can help with your investment or financial planning needs, contact our team today.