You want to provide your clients with the high-quality investment solutions they demand. Rockhold allows you to do this in a way that makes best use of your time and being confident in the chosen solutions.

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.

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The contents of this site are not for use by private retail investors.
If you are a Retail Client please click to enter the client site.

Client site

Managing client portfolios carries regulatory risk and requires skills that are specialist and time consuming, in both research and on-going rebalancing. Rockhold offer investment solutions with all of this done for you, allowing you more time to spend with your clients.

Rockhold select and oversee the right expert partners to provide a range of Managed Portfolios, which have been designed with advisers in mind. This means they are compliant, fit easily into your advice process, align to prescribed risk levels and allow you to match to your clients’ needs. Rockhold Portfolios are an affordable entry to access expert investment management, offering your clients a choice of value for money investment solutions.

In addition to selecting experts  in portfolio management, we work closely with them to oversee the investment decisions they make. This gives you extra assurance that Rockhold portfolios will perform in accordance with their mandates  and remain consistent with their risk profile over time.

Rockhold portfolios mean you can spend more of your time focusing on your clients with confidence in the investment solutions you recommend.

 

 

Working with Rockhold

  • Our range of portfolios is created to achieve defined risk outcomes, so you can align them to your client’s profile. They are also overseen and adjusted to make sure that they stay within the level of risk they were designed for so your client’s investment will remain within what you’ve agreed with them.
  • The investment managers we partner with follow clearly defined and robust investment processes to determine the asset allocation for each portfolio.
  • Investment selections are made by rigorous quantitative research methods, using of the best suited tools and through regular meetings with a wide range of fund managers.
  • Rockhold portfolios are available across a range of platforms. This makes it easy to switch your clients in and out of our investment solutions without the need to move their assets to  another platform.
  • Our focus is on investment management, we leave you to manage your clients. We will not contact your clients directly, all information relating to your client’s investment will be directed to you.
  • Rockhold portfolios are only available through selected financial advisers and planners.

 

Benefits for you and your clients

  • You can focus on financial planning and working with your clients rather than designing and managing investment strategies.
  • You can be confident that the portfolio you recommend will continue to align with your client’s risk profile over time.
  • We offer a range of options meaning your clients can access robust investment solutions at extremely competitive prices.

 

FIND OUT MORE

To find out more about the Rockhold approach to investment download our guide for advisers and planners.

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