Our investment partners sub-manage our True Potential Wealth Strategy Funds and we blend their management styles together for an extra layer of diversification in our True Potential Portfolios.

We currently work with the following investment fund managers:

UBS Asset Management is a large-scale asset manager offering a comprehensive range of active and passive investment styles and capabilities, across both traditional and alternative asset classes. These include equity, fixed income, currency, hedge fund, real estate, infrastructure and private equity investment capabilities that can also be combined in multi-asset strategies.

Allianz has two management teams, based in Germany, who bring different outlooks and processes into play. One decides on how much risk is acceptable while the other manages investments within the set risk parameters using passive investments that are bought and sold to track the return of an index, for example the FTSE 100, rather than to beat it.

Close Brothers’ investment style is directly buying into company shares, fixed interest investments and other non-traditional areas such as precious metals, commodities, infrastructure and hedge funds. This approach is similar to that of a stockbroker putting together an investment portfolio and managing this on behalf of a client and is a very focused investment solution.

Columbia Threadneedle investments are suited to clients seeking to generate regular income payments whilst preserving the value of their capital, in real terms, over the medium to long-term. Columbia Threadneedle invests primarily in equities both in the UK and Globally, focusing on those with a high dividend yield and growth.

Goldman Sachs Asset Management has two offerings. Their Dynamic investment approach is run by a team of internationally-renowned experts who evaluate patterns of asset class behaviour, and the drivers behind them, to form a balanced portfolio that includes exposure to both traditional and non-traditional asset classes. Their Global Income Builder approach invests across a broad spectrum of global bonds and equities, aiming to build a portfolio that generates sustainable and stable income, and capital appreciation.

Schroders’ investment philosophy may appeal to investors who want their money to be managed by an award-winning team with a proven track record of superior performance. They hold the belief that no one fund manager can excel in every aspect of investing and therefore access the best fund and investment products from around the world. The investment teams are bonded by a strong culture and heritage based on independent, long-term investment thinking.

SEI uses a mix of specialist investment managers with distinct management styles. As a manager-of-managers, SEI decides where to invest and, after rigorous research, which managers to hire. This oversight includes daily monitoring of investment transactions and the replacement of investment managers if they fail to meet their objectives or if better investment opportunities arise in new areas. SEI hires managers who are generally only available to institutions and high net worth individuals.

7IM’s style is to use a single fund manager who follows a disciplined passive investment approach. Passive investing is defined as money being invested in lower-cost passive investments such as Exchange Traded Funds and Index Funds. These funds are then bought and sold to track the return of a particular index, for example the FTSE 100, rather than beat it. 7IM believe that the correct asset allocation is the most important performance factor and as such their investment committee reviews global markets before tactically altering the strategic asset allocation of any of their funds.

How We Choose Who to Work With

We select and monitor our investment partners against strict and exhaustive criteria, so that we only work those we believe offer you the best combination of management style, performance, diversification and value.

To join our investment lineup, fund managers must pass our selection criteria:

face-to-face
Face-to-face
interview

initial-screening
Initial screening
questionnaire

due-diligence-questionnaire
Due diligence
questionnaire

due-diligence-scoring
Due diligence
scoring

tp-investments-board
True Potential Investments’
Board sign off

How We Manage Our Partners

We have ongoing oversight to assess what our investment partners have done for you. This is stronger than the usual process of only asking what they plan to do, giving you greater assurance.

We continually monitor our True Potential Wealth Strategy Funds and True Potential Portfolios to make sure they perform as expected and remain within your chosen risk profile.

Continual
Monthly
Quarterly
Annually

Here’s how we access our partners:

  • Continual: Ensure your investment remains aligned to its objective and within your risk profile
  • Monthly: Meet partners to assess and discuss performance, review whether to rebalance Managed Portfolios
  • Quarterly: Investment Committee meet to review Wealth Strategy Funds and Managed Portfolios
  • Annually: Review client profile characteristics and apply to fund objectives for the coming year

If you have any questions about our selection or ongoing management of our investment partners, you can contact us by email at investmentmanagement@tpllp.com.

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.

True Potential Investments LLP is authorised and regulated by the Financial Conduct Authority. FRN No. 527444. www.fca.org.uk Registered in England and Wales as a Limited Liability Partnership No. OC356027.