written by Natalie Holt
Tuesday, 29 November 2022
Hawksmoor Investment Management is one of several new MPS providers to join Analyser recently. Here are some details on what their proposition is all about.
Hawksmoor launched the bulk of its MPS ranges in April 2010, with additional 80-100% equities portfolios launched in January 2012.
It has £3.7bn in assets under management in its MPS ranges, and the company is ultimately owned by wealth management group Hurst Point Group.
There are three ranges:
- Core, which seeks returns from capital growth and income
- Higher Income, which seeks returns primarily from income
- Sustainable World, which seeks returns from sustainable and positive impact investments
Advisers can get in touch with portfolio managers directly by phone, email, face-to-face or through seminars.
For firms that are after material that can be used with clients, Hawksmoor offers a client information pack to help explain their portfolio, which can be issued in firms’ own branding. It also offers the option of joint client seminars.
Portfolios are risk-rated by Defaqto and Dynamic Planner.
Hawksmoor head of operations (fund and investment management) Hannah Isaac says: “Hawksmoor has been at the forefront of the development of risk-based model portfolios, working in partnership with many of the leading adviser platforms since 2010.
“Transparency is at the forefront of our process, so as well as providing monthly factsheets and communicating any changes within the portfolios, we are pleased to add our model portfolios to the lang cat’s Analyser tool to help advisers choose their MPS provider.”
There are currently 29 MPS providers available to research in Analyser. You can find out more about each of these, including Hawksmoor, on Analyser’s MPS directory