Skip to main content

Working with you,

for your clients

Strong partnerships for mutual success

When you are choosing a partner to help you manage your clients’ wealth, you want to be confident their investment process is robust and credible. Our main objective is the same as yours: to ensure your clients feel confident, valued and achieve their investment goals.

Our multi-award winning investment team bring with them the legal, risk, accounting and compliance infrastructure, which manages over £2.0bn for its successful clients around the world.

The Signia Invest range of funds provides investors with access to globally diversified strategies across the major asset classes. Returns are driven by long term asset allocation models, combined with tactical decisions which are made to take advantage of shorter term opportunities in markets.

Signia Invest ensure that fund construction and implementation is efficient via a mix of direct investments, trackers and best in class managers where we have conviction in their ability to outperform.

A sophisticated risk management framework supports the process and maximises the risk adjusted returns to investors.

We offer a range of solutions

Access our team via our funds, through the managed portfolio service (MPS) and discretionary routes, drawing from our extensive experience and investment expertise. Whatever you and your individual clients decide, you can be sure we’ll provide a solution to meet the client’s personal objectives and attitude to risk.

MPS

We have designed investment strategies that seek to deliver returns that are commensurate with the level of risk identified in each strategy.

These are offered as defensive, cautious, balanced, moderate growth and growth. MPS offers access to the best fund managers selected by our award-winning team.

Find out more
Person overlooking lake

Funds

We manage Balanced and Growth funds which are multi-asset strategies and a Sovereign fund which is single asset class. These investment strategies seek to deliver returns that are commensurate with the level of risk appropriate for that fund. Our award winning team find the best opportunities from a wide universe of potential investments.

Find out more
Close up of man on mountain bike

How can we help?

If you would like to know more about how Signia Invest can help with your investment or financial planning needs, contact our team today.

Contact the team
Crown icon

The Signia Sovereign Fund

The Signia Cash Alternative Solution

High quality fixed income securities designed to provide a solution for cash.

Many investors remain in cash because they are worried about the current market conditions. As a consequence, they have seen their capital erode and have suffered important opportunity costs over time. We’re challenging the market with Signia’s Sovereign Fund.

The strategy invests only in high quality investment grade sovereign and supranational bonds.

Signia Sovereign Fund
Person looking over lake scene

The Signia Balanced Fund

Investment Objective:

To increase the value of your investment in excess of 5% a year, net of fees, over any 5 year period, however, there is no certainty this will be achieved. This is through a combination of capital growth, which is profit on investments held and income, which is money paid out of investments such as dividends from shares and interest from bonds. 

Signia Balanced Fund
Boat docked at beach
Growth icon

The Signia Growth Fund

Investment Objective:

The aim of the Fund is to increase the value of your investment in excess of 7% a year, net of fees, over any 5 year period, however, there is no certainty this will be achieved. This is through a combination of capital growth, which is profit on investments held and income, which is money paid out of investments such as dividends from shares and interest from bonds. 

Signia Growth Fund
Captain at sea