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
Autumn Statement 2023 – Our Key Takeaways
Presenting the 2023 Autumn Statement, Mr Hunt decided to prioritise short-term tax cuts, making an immediate move to make a cut to national insurance.
5 Climate Conscious Ways To See The World
There are many ways you can make your trips eco-friendlier and reduce your carbon footprint.
Here are some quick tips on how to do your bit whilst travelling the world.
Market Commentary
Your Market Review October 2023
Stocks and bonds both fell in October amid expectations of higher for longer interest rates.
Your Market Review September 2023
We look back on a quarter in which commodities outperformed.
Your Market Review August 2023
A look back at markets in August when shares fell amid worries over China’s property sector.
Quarterly Reports
Your Quarterly Portfolio Review Q4 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 Q3 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 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.
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.