Our Proposition

In response to our clients changing financial needs Medics Financial Services are proud to offer you a new initiative and service proposition.
A single view of your investment portfolio which offers an innovative approach to wealth management.

Manager of Manager

A manager of manager process is one which a single asset management firm is responsible for the portfolio structure, manager selection and the evaluation and replacement of managers within an investment portfolio.

Unlike traditional fund managers, who pick individual stocks and bonds, a manager of manager selects other investment managers and gives them a portion of a portfolio to invest according to set specifications. A number of managers are then combined into one fund.

Through a rigorous manager selection and monitoring process the investment firm undertakes the burden of researching, hiring and combining managers that are able to exploit different sources of returns.

Investment Pillars

An example of a recommended investment philosophy is built on five pillars that can truly make a difference in helping our clients achieve their financial goals:

1 Targeted asset allocation

A single strategy cannot meet all of an investor’s goals. Manager of managers build multiple strategies using various asset classes.

2 Smart portfolio construction

Portfolios are built to diversify risk and return sources, leveraging the strengths of numerous managers with complementary styles.

3 Multiple specialist managers

Using a robust process called “managing the managers, the investment houses identify and hire specialist managers who have honed their investment styles and approaches.

4 Tax management

Clients will appreciate the focus on controlling tax implications within client portfolios and enhancing after-tax returns.

5 Ongoing oversight

Manager of managers help you keep goals on track by comprehensively researching and monitoring managers, rebalancing the portfolios and measuring the progress towards those goals.

Our Wealth Management
Proposition to You:
  • We will maximise the tax efficiency of your portfolio advising you of the most appropriate tax wrappers.
  • Our fee structure for the service is a maximum of 1% per annum.
  • We can secure discounted annual management fees on a wide range of investments.
  • In most cases we offer you a model portfolio which will meet your risk profile and match an appropriate asset allocation, which will be automatically rebalanced every three months, to ensure your investment objectives are fully optimised.

Platform and Wrap accounts are central to our proposition, which if used, allow you to manage your entire portfolio of investments.

We use leading platform providers which give our clients access to more than 1000 funds and over 100 fund managers. We also use an appointed range of manager of manager fund houses and asset management firms to manage your investments, for the following reasons.