• Platform-based Managed Portfolio Service

    Model-based Managed Portfolio Service for clients of Independent Financial Advisers through a suite of risk-rated strategies.

  • Managed Portfolio Service Plus

    This service comprises model-based portfolios designed specifically for individual client requirements with more flexibility. 

  • Bespoke Portfolio Service

    The management of bespoke risk-assessed portfolios that are designed to meet a client’s personal requirements as agreed with them and their Financial Adviser.

  • Wealth Manager Monitoring

    Vintage Asset Management is able to help if you would like to consider a strategy across a number investment houses to mitigate concentration risk, or to address any preferences you have such as socially responsible investments or access to a private banking relationship.

  • Literature

    Please use this resource for the latest monthly factsheets, investment reviews, updates and an example client risk profile questionnaire. Please contact us if you would like any historic data.