Your portfolios.
Our award-winning management.

Your portfolios.
Our award-winning management.

Work with our investment team to design, build and manage a suite of discretionary model portfolios bespoke to your firm, carrying your brand, reflecting your philosophy, and run by a Defaqto gold-rated team

Start a mandated model conversation

Start a mandated model conversation

Your portfolios.
Our award-winning management.

Work with our investment team to design, build and manage a suite of discretionary model portfolios bespoke to your firm, carrying your brand, reflecting your philosophy, and run by a Defaqto gold-rated team

Start a mandated model conversation

Start a mandated model conversation

What are Mandated Models?

Our Mandated Model Service lets you collaborate with P1's investment team to create a range of discretionary portfolios tailored to your firm's philosophy, client base and investment style.


You shape the approach and number of portfolios, while retaining input through quarterly Investment Committee Meetings — we handle the research, construction, rebalancing and day-to-day management. Your clients see your brand. You get award-winning management behind the scenes, at a cost that may surprise you.

What are Mandated Models?

Our Mandated Model Service lets you collaborate with P1's investment team to create a range of discretionary portfolios tailored to your firm's philosophy, client base and investment style.


You shape the approach and number of portfolios, while retaining input through quarterly Investment Committee Meetings — we handle the research, construction, rebalancing and day-to-day management. Your clients see your brand. You get award-winning management behind the scenes, at a cost that may surprise you.

Our Mandated Model Service lets you collaborate with P1's investment team to create a range of discretionary portfolios tailored to your firm's philosophy, client base and investment style.


You shape the approach and number of portfolios, while retaining input through quarterly Investment Committee Meetings — we handle the research, construction, rebalancing and day-to-day management. Your clients see your brand. You get award-winning management behind the scenes, at a cost that may surprise you.

The benefits of
Mandated Models

Your philosophy,
professionally managed

Tell us how you want to invest, active, passive, blended, ethical, and we'll build it. You retain strategic input through quarterly ICMs. We do the research, fund selection and ongoing management.

Your brand,
front and centre

Name the portfolios, embed your identity, and present them as your own. We produce bespoke factsheets, market commentary and ICM notes, all branded to your firm and ready to share with clients.

Time back for advice

Investment research, performance monitoring, fund due diligence, rebalancing, all taken off your desk. Focus on financial planning and client relationships, not portfolio administration.

Affordable and flexible

Our DFM charge flexes with complexity and portfolio count. As your firm grows, add new models, adjust philosophy, expand into new risk levels, without starting again. You'd be surprised how competitive the pricing is.

How do we create your mandated models

How do we create your mandated models

Every advice firm is different, and we can tailor the adoption process to suit your needs. But on average, this is how the process looks and feels for most of our advisers.

Every advice firm is different, and we can tailor the adoption process to suit your needs. But on average, this is how the process looks and feels for most of our advisers.

01
01
01
Timeline

Consultation

Meet our investment team — including our CIO and Head of Research. We'll explore your investment philosophy, preferred styles, risk framework, number of models required, and target charges.

This is a proper conversation, not a form-filling exercise.

Timeline

Mandate creation

We draft the portfolio mandate documentation based on everything discussed — your approach, your constraints, your objectives.

You review, refine and sign off before we build a thing.

02
02
03
03
Timeline

Portfolio construction

Our team constructs the agreed portfolios and sends them to you for review. We arrange a final walkthrough meeting before anything goes live.

Timelines depend on complexity, but we keep you informed throughout.


Timeline

Go live

Portfolios are made available on your chosen platforms. Your factsheets are produced, your brand is applied, and your clients are invested.

04
04
05
05
Timeline

Ongoing partnership

Quarterly ICMs with our team, bespoke factsheets, market commentary and performance reporting — all delivered to you. As your firm evolves, so does the range. New models, adjusted philosophy, additional risk levels — it's a living partnership, not a fixed contract.


Start building your mandated model

Start building your mandated model