SENTINEL PORTFOLIO MANAGEMENT IS A SPECIALIST INVESTMENT MANAGEMENT BUSINESS

We offer professional advisers a range of investment solutions to meet their business and client needs

Sentinel Portfolio Management Services

 

SENTINEL MANAGED FUNDS SERVICE

5 investment funds, that can be accessed individually or blended to suit a range of risk outcomes.

 

Sentinel Portfolio Management (SPM) adopt a stringent investment process to appoint the best fund manager to suit the 5 investment mandates.

 

SPM have also blended the 5 funds to create 9 risk outcomes. There’s over 10 years risk rated performance and a full suite of investment governance and oversight to ensure they meet their stated objective.

PARTNERED FUND SOLUTION

Create your unique fund and brand, supported by SPM’s research and governance expertise.

 

Designed for the firm looking to delegate the decision making but not the ownership, whilst building more value into their brand and business.

 

Together your dedicated investment team will agree your fund’s specific objectives and help build a suite of literature and resource to support your firm’s brand.

For more information please   

BESPOKE MANAGED PORTFOLIO SERVICE

Working in partnership with SPM to create a firm specific MPS.

 

Rather than white-labelling an existing model, we work together on a consultative basis to capture your specific customer base, needs and objectives. Then design and build a firm specific investment brand, managed accordingly to the agreed mandate and range of investment outcomes.

For more information please   

SENTINEL MANAGED PORTFOLIO SERVICE

Access our range of High performing MPS via your platform of choice.

 

Our MPS service is available to IFA firms looking to access the SPM managed investment solutions via their preferred platform of choice. The Sentinel MPS provides access to 5 risk rated models complemented by a full suite of investment governance and oversight to ensure they meet their stated objective.

OUTSOURCED RESEARCH & GOVERNANCE

Wrap an extra layer of investment research, governance and experience around your investment portfolios.

 

An ideal service if you would rather retain the management and control of the investment choices behind your own portfolios, but would like the re-assurance of institutional risk controls, governance, and security.  

For more information please