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
Securing Your Legacy: The Importance Of Creating A Will To Safeguard Your Wealth
In the hustle and bustle of daily life, it can be easy to overlook essential aspects of financial planning. One such crucial component is creating a Will, a document that ensures your wealth is distributed according to your wishes after you pass away.
How to talk to children about money
The right financial education can make your children feel more confident about money so, when they are older, they have the knowledge and skills to meet their financial goals.
Market Commentary
Your Market Review March 2024
A look back at markets in Q1 when global equities posted robust gains.
Your Market Review February 2024
A review of markets in February when Chinese shares advanced.
Your Market Review January 2024
A review of markets in January, when equities saw mixed performance and hopes of imminent US rate cuts were dashed at month end.
Quarterly Reports
Your Quarterly Portfolio Review Q3 2023
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.
Your Quarterly Portfolio Review Q2 2023
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.
Your Quarterly Portfolio Review Q1 2023
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.
Finance in the news
Gifting Property: What Are The Inheritance Tax Implications?
Contrary to widespread belief, inheritance tax does not just impact the extremely wealthy. Rising property prices have meant more estates than ever are likely to face an inheritance tax bill.
Finance in the News – w/c 07.11.22
Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.
Finance in the News – w/c 31.10.22
Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.