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

Disposable income hit for homeowners with fixed mortgage deals about to expire

Homeowners coming off fixed-rate mortgages this year and shifting to a new deal can typically expect to see their disposable incomes shrink by 7%, analysis by a trade association suggests.

Podcast: The six issues on everyone’s mind

Listen to historian, economist, author and podcaster Adam Tooze discuss the six most pressing issues on everyone’s mind and their impact on markets and the economy.

Market Commentary

Your Monthly Market Commentary – July 2022

A look back at markets in July when developed market equities posted gains.

Your Monthly Market Commentary – June 2022

A look back at markets in Q2 when shares suffered steep declines and bonds also came under pressure.

Your Monthly Market Commentary – May 2022

A look back at markets in May, when global equities remained largely flat and inflation continued to rise.

Quarterly Reports

Your Quarterly Portfolio Review Q2 2022

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 2022

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 Q4 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.

Finance in the news

Finance in the News – w/c 01.08.22

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

Finance in the News – w/c 25.07.22

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

Finance in the News – w/c 25.04.22

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

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