Our Solutions

Rockhold offers a platform based Managed Portfolio Service (MPS), Multi-manager funds and a full Bespoke discretionary management service, all of which are aligned to our risk framework.

MPS

Within our MPS service, we offer a range of portfolios: Passive, Active, a Blend of both Passive as well as Active, Income, Sustainable and a Blend of our Managed Funds. All are managed to specific risk tolerances determined by a client’s attitude to risk (ATR).

They are available on a wide range of investment platforms and offer advisers choice based on their clients’ requirements. They are all competitively priced and have been assessed as offering fair value under Consumer Duty.

Fund of Funds

The IFSL Rockhold Global Equity and Fixed Interest Funds are designed to be blended together to meet a range of client ATRs with the blending ratios provided by Rockhold. They can either be bought individually on an advice basis or Advisers can use the required blend by ATR as an MPS. For which no DFM fee is charged.

The blends are monitored on an ongoing basis by Rockhold and any changes to them are communicated to advisers or implemented directly within the MPS service. The blending service has also been assessed as offering fair value under Consumer Duty and we believe the funds offer a competitive route to a whole of market, unfettered fund of funds solution.

Bespoke DFM

Through the services of LGT Wealth, we are able to offer a competitively priced, whole of market discretionary management service, which can utilise direct equities and fixed interest securities as well as the traditional managed fund route. The portfolios offered, although bespoke to the client, offer the added benefit of aligning to Rockhold’s ATR framework, which is overseen by the Investment Committee.

Evolution, not revolution

As at October 2024 £1.9bn Assets under Management.

One of the major benefits without a shadow of a doubt is their Centralised Investment Proposition, Rockhold Asset Management.

Joe Jackson | DipFA AwPETR |
Financial Adviser, Director – Spiritus