What makes us the right partner for your business?

Backed by Hymans Robertson's century of expertise and £350bn scale, we deliver institutional-grade, evidence-based portfolios tested against 5,000 economic scenarios. We work with a select number with UK advisers as a committed long-term partner.

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1. £350bn scale and a century of expertise, at your disposal

We sit within the Hymans Robertson Group, an independent partnership established in 1921, with over £350bn in assets under influence and deep in-house expertise across investment, research, and risk. That scale gives advisers and their clients access to the same calibre of thinking that shapes outcomes for household-name institutions such as Jaguar Land Rover and Volvo Group.

2. Robust institutional investing, for peace of mind

We apply the same long-term, evidence-based approach Hymans Robertson has used for decades with the UK's largest institutional investors. Our portfolios are high conviction, low turnover and, intentionally, very different from generic, market indices. Every portfolio is peer-reviewed by our investment team and tested against 5,000 economic scenarios using our proprietary Economic Scenario Service. The result is a proposition that's predictable, robust, and built on long-term rigour, not short-term trends.

3. Partnering selectively, by your side for the long-term

We don't just talk about partnership, we are one. We work with a select number of adviser firms who share our long-term mindset, which means real, ongoing access to our investment team, timely market commentary, and genuine responsiveness. With offices in London, Birmingham, Edinburgh, and Glasgow, we're set up to support firms across the UK. You join an exclusive community of like-minded advisers, with the confidence that we’re a committed long-term partner.

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Our Model portfolio ranges

To find out more about our model portfolio ranges click the link below.

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