Our mandated model portfolio service allows you to work with the P1 Investment team to craft a suite of discretionary model portfolios that are bespoke to your firm’s requirements. Leverage our award-winning discretionary investment management services to create an efficient and effective investment solution freeing you to focus on your clients.
You can name the portfolios and embed your brand with your clients. They are your portfolios. We are simply the investment manager engaged to run them in your style.
Shape the underlying approach and philosophy of the portfolios and ensure this is maintained through quarterly Investment Committee Meetings with the P1 Investment team. We will provide you with the research, market commentaries and factsheets to complement and enhance your advice, as well as rebalancing them to ensure they remain on target to deliver the desired outcomes.
Let P1 do the heavy lifting, while you focus on your clients.
Your Portfolios, Our Investment Management
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Your Philosophy, Our Management
Model portfolios built to your philosophy and approach. The portfolios are built in collaboration between our team and yours. -
Award-winning management, low-cost
Our portfolio management is award-winning. Let us do the heavy lifting without it costing your clients the earth. -
Save time and focus on your business
Investment research, performance monitoring, fund due diligence, market reporting, all take you away from your primary ambition; helping your clients reach their financial goals. Let us focus on investing, while you focus on your clients. -
Ongoing input and oversight without the responsibility
Be part of quarterly Investment Committee Meetings, continue inputting your world and market view into the investment process, while letting us do the research and day-to-day management. -
Your Clients, Your Brand
Your brand can be included within the portfolio names and your clients will know you are actively involved in the solutions you are advising them to use. -
Better outcomes for clients, delivered compliantly
The FCA are clear that a centralised investment proposition (CIP) is an important step in meeting the differing needs and objectives of specific groups of clients. We can help you deliver your CIP cost-effectively, and keep it on-track through regular rebalancing.

Read Perry Monroe’s Case Study Here
Using P1’s Mandated Model Portfolios Perry Monroe increased their efficiency, freeing time to focus on their clients and grow their business.
Our Mandated Model Portfolio Service combines our award-winning investment process, with your firm’s approach and expertise to deliver you portfolios that meet your clients’ needs. Learn about the process below.
Why use Mandated Model Portfolios?
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YOUR model portfolios bespoke to your investment strategy and brand.
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Expertly managed by P1’s award-winning investment team
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Day-to-day portfolio management and operations taken care of for you
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Low-cost bespoke investment tailored to your client base. You would be surprised how affordable it is
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Take advantage of P1’s access to a broader range of funds and cheaper share classes

Book your consultation today
Contact our team today and we’ll arrange an initial consultation to see how our Mandated Model Portfolios could help your business and your clients. Let us do the heavy lifting of investment management, while you focus on your clients.

Hear from our clients

“Throughout our work with P1, they have proven to be a knowledgeable and valuable addition to our investment process. They have taken time to understand our company and investment philosophy both at the outset and on an ongoing basis which gives us every confidence that they understand what we are looking to achieve for our clients. Having the Perry Monroe portfolios managed on a discretionary basis has allowed us to continue to grow the business more efficiently. It has given us time to concentrate on financial planning for our clients whilst still being fully aware of how our portfolios are being managed via our quarterly ICM’s.”

“When it comes to investment portfolios with an ethical, ESG or impact consideration, there’s no doubt that P1 are the leaders in their field. Their ethical credentials are solid, and they have a deep knowledge of ESG considerations. What’s more, they are actively effecting change through their relationships with investment managers which is impressive and truly sets them apart from the crowd.”

“We are committed to continuing to provide our clients with a value-for-money service. A key part of this service is the selected investment offering and we strongly believe that it is possible to source professional, well-governed and consistent investment management using low cost funds such as exchange traded and similar passive funds to meet our clients’ objectives.”