This site is for UK Financial Advisers, Institutional Investors and Authorised Intermediaries who are authorised and regulated by the FCA.
Such Professional Clients or Eligible Counterparties, clearly defined by the FCA, are deemed to have adequate knowledge and experience of financial markets and products, and capable of assessing risk and making investment decisions.
By continuing to use the information on this site you confirm that you are a Professional Client or Eligible Counterparty and that you have read, understood and accepted the terms & conditions.
Rather than you having to focus your time on designing and maintaining investment strategies, we have partnered with leading discretionary fund managers to build a range of managed portfolios. The Rockhold Portfolios have been designed to analyse, research and implement investment decisions, keeping them under constant review with the aim of helping your clients achieve their investment objectives.
Designed with a ‘risk-first’ approach you can be confident that Rockhold Portfolios will remain consistent with your advice, align to your client’s risk profile and help fulfil their investment goals over time.
The Rockhold Portfolios are available across a range of platforms and have been 5 Star rated and 5 Diamond rated by Defaqto.
WHY WORK WITH US