Managed Portfolio Service
Designed exclusively for FCA-regulated Financial Advisers, our Managed Portfolio Service empowers Advisers to retain control of their client relationship while outsourcing the investment management responsibility to our experienced team.
Benefit from our investment expertise
Professional Investment. Platform Flexibility.
Tacit’s Managed Portfolio Service (MPS) is purpose-built for Financial Advisers seeking to deliver institutional-grade investment management through a scalable, efficient, and compliant solution for their clients. Leveraging our Investment Framework, we offer a suite of risk-rated model portfolios accessible via leading third-party platforms.
Why Choose Tacit MPS?
-
Strategic Model Portfolios✔ Each portfolio is managed using our rigorous investment philosophy, combining top-down macroeconomic insight with bottom-up asset selection. Portfolios are risk-rated and aligned with a broad range of investor profiles, investment objectives, and time horizons.
-
Platform-Based Delivery✔ Tacit MPS is available across selected UK platforms, giving you and your clients seamless access and full integration with existing financial planning tools and tax free wrappers such as ISAs and SIPPs.
-
Cost-Effective and Scalable✔ Our service provides a high-value, low-friction investment solution that helps reduce administrative burden and achieve consistent client outcomes, without the complexity of bespoke portfolios.
-
Adviser-Led Service✔ We work behind the scenes as your discretionary investment manager. The contractual relationship is between Tacit and you, the adviser; we do not have direct contact with your clients. This structure supports your role as the trusted client adviser while offering access to a sophisticated investment engine.
-
Active Portfolio Oversight✔ Our Model Portfolios are regularly monitored and rebalanced by our Investment Committee to ensure alignment with economic conditions, asset allocation strategy, and client risk profiles, making timely adjustments to optimise performance and manage risk.
Who Is This For?
- ✔ FCA-regulated financial advisers seeking a professional investment management partner
- ✔ Advisers who require a model portfolio solution for their clients
- ✔ Advisers with clients who do not have any specific investment preferences or restrictions
- ✔ Advisers looking to enhance their proposition with institutional-grade investment expertise
- ✔ Are working with an FCA-regulated adviser
- ✔ Prefer an ongoing investment strategy over transactional decision-making
- ✔ Value professional investment management
- ✔ Prefer a ready-made portfolio solution
- ✔ Are investing for the medium to long term (5+ years)
- ✔ Accept the potential for capital fluctuation in pursuit of longer-term growth
Service Benefits
- ✔ Dedicated support for advisers
- ✔ Total fee transparency for both adviser and client
- ✔ Regular, clear communication and market updates
- ✔ Comprehensive due diligence materials and governance documentation
- ✔ Suitable for a broad client base
The Tacit Difference
- ✔ Expert investment guidance and market insights
- ✔ Consistent communication that enhances client relationships
- ✔ Compliance ready documentation to meet Consumer Duty obligations
- ✔ A proven investment framework with demonstrable results
Supporting Your Practice
Important Information
The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.
Begin Your Partnership
Discover how Tacit’s Managed Portfolio Service can enhance your advisory proposition and deliver consistent, professional investment management for your clients.
Please complete our enquiry form, we look forward to speaking with you.
