As an Advisor, you want to dedicate more time to your clients, generate new business, and benefit from the expertise of an experienced and highly qualified investment professional, Fusion‘s Discretionary Fund Management Service provides the solution. Our investment team will take the responsibility for making investment decisions within your client’s portfolios in line with their investment objectives, risk profile and lifelong goals. Our focus is on a collaborative approach with both the financial adviser and the client at the forefront. We will work closely with you to ensure our portfolios meet your clients’ needs.
We manage our discretionary portfolios using a systematic approach to both asset allocation and portfolio construction and then applying our market expertise to position our portfolios for prevailing economic and market conditions. We apply a number of performance criteria with a specific emphasis on protecting investments against significant market downturns and keeping trading costs to a minimum. Our investment principles are simple and transparent allowing us to deliver consistent investment performance in ever-changing financial markets.