Parallel was launched in 2011 as a provider of managed portfolio solutions to financial advisers and their clients. We acknowledge the value of financial planning and collaborate with financial advisers to help their clients meet their investment goals.
We offer a range of active and passive portfolios to cater for a broad spectrum of investment styles and risk profiles. Our offering carries a 5-Star Rating by Defaqto.
Our portfolios are available on a number of retail investment platforms, including Standard Life Wrap, Elevate, Fusion, Ascentric and Hubwise.
Financial markets today are both fast moving and complex, so to achieve the best results from investments a pro-active, hands-on approach is needed. Appointing a discretionary investment manager can be an attractive solution for investors without the time, expertise or inclination to take on this responsibility.
This means financial advisers can focus on building the relationship with their clients and providing important strategic financial planning advice, whilst benefiting from expert investment management.
‘Winning by not losing’