The Numbers Game

The Numbers Game

Numbers are the foundation of Financial Services. Numbers could indicate your wealth, Assets Under Management, transactions or accounts.

Our ‘Tackling The Savings Gap’ campaign that looks at the British public’s attitude to saving for their retirement shows that an annual income of £23,000 is what they believe they will need in order to live comfortably in retirement. However, the sad truth is that most people are on course to receive just £6,000 per year from their retirement fund. It is vital that we start putting money aside for our future, showing that numbers play a key part throughout the course of our lives.

True Potential Portfolios

Our True Potential Portfolios make light work of an almost unfathomable amount of numbers. Beginning with our fund manager partners, we know that one fund manager may find that their strategy works differently under the pressures of different markets. To mitigate this, we’ve partnered with a range of leading multi-asset fund managers.

Our partners, UBS Asset Management, Goldman Sachs, Allianz, Columbia Threadneedle, Schroders, SEI, Close Brothers and 7IM, have over £4.5 trillion asset under management, bring over 5,000 investment professionals in 200 locations and more than 120,000 individual holdings to the Portfolios.

Because we use our own funds, we get faster access to data at a low cost, which we pass on to our investors.

To compete in a 21st century world, we have taken care of the numbers, so that you don’t have to.

Your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest. Past performance is not a guide to future performance. Tax rules can change at any time.

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