Welcome to Wells Capital Investment Solutions

In today’s ever-changing regulatory environment choosing an investment manager to run your client’s money is one of the most important business decisions you will have to make.

This decision will have an impact on them, potentially, for the rest of their lives. You, the Professional Adviser, hold the key to a great client relationship and profound financial planning capabilities. So why do some Discretionary Fund Managers look to intrude on this? Our proposition is significantly different to other Discretionary Fund Managers as it is designed to support Professional Advisers in dealing with ALL of their clients; not just the top 10 to 15%.
 
We offer a range of risk-graded model portfolios, as well as a bespoke service. Once you, the Professional Adviser, become a client we also offer detailed investment research in relation to other assets – this epitomises our focus on assisting you with 100% of your clients rather than just looking at assets that can be managed by us in isolation.
 
We work exclusively with Professional Advisers who recognise their clients’ needs for focussed investment management, in conjunction with the wider advice they are giving, so providing a clear distinction between the roles of the adviser and the investment manager.

 

Knowing your client and understanding their aspirations, together with their tolerance to risk, is at the heart of good financial advice. Wells Capital complements your advice, looking to add real value within our professionally researched approach to investment decisions and fund management.

 
We are an asset enhancer from the Professional Adviser’s perspective
The core foundation of our business is built on integrity, honesty and transparency and we carry through these values in all that we do. Therefore, costs and charges need to be fair and understood by all parties.
 
We are here to provide support to you and in turn your clients, through the myriad of investment and economic conditions via a genuine business partnership.

 

Summary
  • We work exclusively with Professional Advisers and will not intrude on your relationship with your client.
  • Our philosophy is to focus on the management of multi-asset portfolios through collective investment schemes.
  • We offer core investment strategies that are designed to align to a client’s risk profile.
  • For Professional Advisers who introduce clients to Wells Capital, we offer access to a range of other investment management solutions to enhance your proposition for your clients.
  • A clear and transparent charging structure