Independent Portfolio Managers Wealth management service provides services to independent financial advisers and other investment professionals.  IPM is a business to business organisation that provides either investment management or investment advice and out sources to other professionals services it does not wish to supply directly. Our flexible infrastructure can provide new and existing investment managers with comprehensive, services which include a regulatory framework, compliance, risk management, operations, technology and marketing.

IPM’s investment objective is to achieve absolute returns with significantly reduced volatility. The key to the process is Asset Allocation. Funds are fully researched through the Investors Partnership Research, a part of the IPM group, which has an excellent track record and provides research for a number of UK Investment Management houses.

The Wealth Management Portfolios are either tailored or modelled and the instruments used are mainly funds but direct equity and alternatives are also used when required.