Services
We specialise in multi-asset model portfolio management, offering Managed Portfolios, Retirement Portfolios and Custom Portfolios. We integrate comprehensive returns analytics, risk analytics and ESG analytics across everything we do.
Managed Portfolios
Our Elston Global Diversified multi-asset managed portfolios are built predominantly with ETFs and available across 4 risk profiles with 0.30% management fee. Available on Wealthtime.
Our Elston Adaptive Portfolio multi-asset managed portfolios are built with funds and available across 5 risk profiles with 0.15% management fee. Available on any platform. Our Elston Sustainable Portfolios are multi-asset managed portfolios built with 100% SDR compliant funds and available across 5 risk profiles with 0.25% management fee. Available on any platform. Our Elston Smoothed Portfolios blend traditional funds with Smoothed Funds for reduced volatility and a smoother investment journey, Available across 3 risk profiles with a 0.15% management fee. Available on Aberdeen, Hubwise, Nucleus and Wealthtime. |
Income
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Retirement Portfolios
Our Retirement Portfolios are designed for decumulation are built with OEICs and available across 4 risk profiles with 0.25% management fee. Available on any platform.
Our Smoothed Retirement portfolio is designed for decumulation and built with a blend of funds and smoothed funds. Available across 3 platforms with 0.15% management fee. Available on Aviva only. |
Custom Portfolios
We offer Custom Portfolios built and managed for your objectives and constraints.
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