Your Clients

Fusion extended its scope to Discretionary Fund Management Services for retail clients in the UK in 2014. The aim was to offer retail clients access to an institutional-like asset management service with a particular focus on protective features of investment portfolios. The new offering to retail clients is a natural expansion from the wealth management and institutional offering of Fusion, which is based on our extensive experience and solid track record in protective strategies for professional clients. Fusion’s success in running investment strategies stems from the expertise and research capabilities in multi-asset products and strategies that Fusion has specialized in historically.

Fusion’s model portfolios are available to retail clients in the UK through various platforms. While the specific portfolio compositions depend on the geographical focus and the investor’s currency, the underlying principles of the construction are shared by all the portfolios. The portfolios are promoted as an alternative to actively managed solutions and include primarily liquid low-cost passive or quasi-passive, so-called smart-beta, exchange-traded products.