The Numbers Game

Numbers are the cornerstone of Financial Services. Numbers could indicate a client’s wealth, Assets Under Management, transactions, accounts or even the 20 unread emails in an advisers inbox. Whether clocking in at 9am or 9pm, numbers can dictate whether your day is good, bad or worse.

As the population grows, the need for financial advice becomes greater. The FCA reported that in November 2015, there were just over 22,500 financial advisers in the UK, which has a population just over 65 million. This means, if we assume a third of those are children, there are a staggering 1,820 potential clients to be taken care of, per adviser.

The number of financial products is increasing, as are the rules and regulations to follow. In an increasingly interconnected world, where managing markets – another numbers game – is a fast-paced science, can financial advisers afford to spend more of their precious time selecting funds and rebalancing portfolios on their clients’ behalf?

Financial Advisers are in high demand, but low on time. In an age of high numbers and even higher stakes, how can advisers concentrate on doing what they do best – giving robust advice and meeting the needs of their clients?

Finding solutions for clients that are able to stand up against the peaks and pitfalls of the markets is essential. Even the brightest adviser in the world, no matter what his or her investment background, is but one person and a slave to the 8, 12 and sometimes 16-hour day.

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 no less than eight 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.

Even for the most talented and capable financial mind, this amount of data would be impossible to analyse and act upon, even for one client. We are able to do this every single day, by collecting our fund manager partner views and combining them with our in-house purpose-built, proprietary technology. With instant access to our own funds, we are able to analyse at speed and without adding costs to investors, in fact, we don’t charge a fee for discretionary fund management.

To compete in a 21st century world, we have taken care of the numbers, so that financial advisers can take care of their clients.


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With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time. This blog is not personal financial advice.

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