Welcome to the
Finura Client Portal

Our investment in technology delivers Clients personalised and intelligence-driven advice supported by secure, 24/7 access to your overall wealth online, at any time.

Use the links below to access your Wealth Platform and Secure Document Vault containing all your plan valuations and regulatory statements.

Client Wealth Platform

Your Wealth Platform offers secure 24/7 access to your portfolio and overall wealth via mobile and desktop, meaning you can keep track of all your assets online, at any time. Click the image below to register or log on.





Client Secure Document Vault

Click below to access your Secure Document Vault, where you can find and store all regulatory and compliance documentation relevant to your investments held on the Fusion platform.



Articles

Equity release surges in popularity

A surge in homeowners looking to free up cash from their properties propelled the figure for equity release to £1.05bn in the three months to the end of September.

How to beat inflation

For the past decade there has been a simple answer to how to reliably beat inflation: put your money in an equity income investment trust. Is that still the case?

Market Commentary

Monthly Market Commentary – October 2021

A look back at markets in October, when shares shrugged off worries over inflation to make further upward progress.

Monthly Market Commentary – September 2021

A look back at markets in Q3, which started well for shares but then saw gains erased amid rising inflation and worries over China.

Monthly Market Commentary – August 2021

A look back at markets in August when global equities advanced with US shares hitting new highs.

Quarterly Reports

Quarterly Portfolio Review Q2 2021

The latest insights from Schroder Investment Solutions (SIS) Chief Investment Officer, Alex Funk, including market performance and commentary specific to the SIS portfolios and funds.

Quarterly Portfolio Review Q1 2021

The latest insight from our Fusion Wealth Chief Investment Officer, Alex Funk, and the team at Schroders alongside an update on the portfolio performance and asset allocation of Fusion Wealth portfolios

Quarterly Portfolio Review Q4 2020

Read the latest insight from the Schroders’ team alongside an update on the positioning and performance of Fusion Wealth portfolios.

Finance in the news

Finance in the News – w/c 22.11.21

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.

Finance in the News – w/c 15.11.21

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.

Finance in the News – w/c 08.11.21

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.

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