Working in partnership with you, we can help your clients plan and future-proof their investments. You’ll have the reassurance that their portfolio is receiving specialist attention to detail.
Estate planning can play a key role in making sure that your clients’ family money remains family money. With ever-changing regulations, a little professional advice can make a big difference.
Changes in family circumstances invariably lead to changes to financial plans and, sometimes, the need to divide or combine assets. It’s an ideal time for your clients to review their investments.
Investing for the long term is key to helping you achieve your goals, whatever they may be.
We work hard to craft bespoke portfolios for our clients, that aim to generate long term returns to keep your money ahead of inflation.
Whilst investment returns are never a one way street, we are very pleased that our hard work has been recognised in the numerous performance awards that we have either won or been finalists in in the last few years.
Please note that past performance is not indicative of future performance and you may get back less than you invested.
A lump sum of £1 million invested over the last 10 years produced an annualised return of 8.54%,
a gain of £1,169,333
*Notes: Real return from one of our multi-asset portfolios.
01/07/2011 to 30/06/2021, total return net of management fees.
Source Morningstar Direct.
Portfolio shown for illustrative purposes only.
As a client of Arcrate, you’ll have access to your online account via a convenient online portal hosted by Raymond James. Direct from your laptop, tablet or smartphone, you can see all your account balances and details of your portfolio, including asset allocation, values and growth, payments, transfers and share information. You can also access market-leading research and tailor a range of reports to your requirements.
We work with a number of professional advisers such as Independent Financial Advisers, Accountants and Solicitors. Using us allows you to focus your specialism on your clients and let us worry about the suitability of investments.
Once we’ve gained an understanding of your long term objectives and explored the construction of your risk profile and potential investments, we’ll set out the costs that would apply in detail. If you decide to go ahead, we’ll then draw up a draft Client Investment Agreement and suggest an investment mandate.
We tailor our advice to take into account external charges and fees, carefully weighing up costs and potential benefits.
