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 offers investors a risk-based approach investing globally in all major asset classes using primarily passive implementation. Allianz have the ability to be very dynamic and nimble by increasing or decreasing total investment levels depending on volatility levels within markets. Allianz have a huge research and fund management base they can draw upon, being one of the largest fund managers
currently in Europe.

Close Brothers’ investment style is directly buying into company shares, fixed interest investments and other non-traditional areas such as infrastructure. 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 are income specialist fund managers offering clients a regular income stream whilst also offering the potential for capital appreciation from one of the most highly respected income fund management teams within the industry. They invest primarily in UK equities but also in fixed interest, focusing on stocks that can offer a high dividend yield but also the potential for 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. 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 offers investors a global active-passive approach to fund management. This means they are active at the asset allocation level with a team of high skilled fund managers choosing what areas to invest in, but passive in implementation by using funds that track a specific Index or part of that Index. By using this approach, 7IM can offer a low cost multi-asset solution to investors with a global reach.

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 Portfolios
  • Quarterly: Investment Committee meet to review Wealth Strategy Funds and 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.