Utilising our skill and scale, we are able to provide financial advisers like yourself with an unrivalled and fully customisable investment proposition that enhances and enriches the investment experience for your clients.
We combine market complexities and expert insights to construct and tailor portfolios that evolve with your changing needs.
Our multi-skilled team conducts robust macro-economic and fund manager research to inform the portfolio construction process and provide unique, independent, and objective insights to help you make informed investment choices for your clients.
Our scale affords you cost-effective access to the best managers, portfolio construction techniques and tactical expertise. Our large amount of assets under management (AUM) allows us to invest in operational capabilities that create practice efficiencies, and investment technology that empowers you to make better investment decisions. It also creates pricing power that allows us to negotiate better pricing with asset managers that will directly benefit your client portfolios.
Operationally, we pride ourselves on having dedicated implementation analysts, a team dedicated to our performance systems, specialist financial services legal consultants, and compliance officers, and tailored co-branded reporting functionality.
Our strategy is driven by client preferences, legislation and advice-led solutions. Our solutions are simple, and transparent.
Glacier Invest’s Smart Portfolio platform offers customised portfolio management and optimisation, and exclusive access to fund information and insights. With our partners, portfolio managers are able to leverage a vast amount of data on investment instruments, asset classes and return expectations, to deliver truly optimised investment solutions for your clients.
How it benefits you – and your clients
