We do the hard work: We construct and actively manage portfolios from a wide range of global investment funds and fund managers.
Risk managed: Portfolios are built to reflect the level of risk your client is comfortable with. Their money is always invested in a way that suits their requirements.
Designed with you in mind: There’s no minimum investment, making it suitable for people with investments of all sizes. There are no hidden charges or undisclosed costs, and we’re always transparent about targets, return objectives and pricing.
All the help you need: It’s available either off platform or through a number of platforms. We can map our investment profiles to the output of your selected risk profiling tool, as well as provide suitability paragraphs to help with report writing.
Experienced team: Our multi manager team is responsible for 19 multi manager funds and manages more than £1.3 billion. Octopus Portfolio Manager has five-star rating from Defaqto.
Octopus Portfolio Manager is an adviser-only product. It is available within ISA and SIPP wrappers. For more information, please read the product brochure.